Fermata Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$367,000
-35.4%
6,011
-30.3%
0.14%
-33.7%
Q4 2021$568,000
+1.8%
8,628
-2.9%
0.21%
-15.4%
Q3 2021$558,000
+20.5%
8,882
+593.4%
0.25%
-8.6%
Q2 2021$463,0001,2810.27%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 277,844$14,998,0196.15%
Hall Private Wealth Advisors 206,568$11,150,5415.81%
Concorde Asset Management, LLC 86,951$4,693,6025.56%
FinDec Wealth Services, Inc. 127,463$6,880,4535.20%
OGOREK ANTHONY JOSEPH /NY/ /ADV 163,060$8,8013.60%
Flaharty Asset Management, LLC 350,733$18,932,5943.38%
Somerset Group LLC 68,954$3,722,1373.24%
Madden Advisory Services, Inc. 84,560$4,564,5313.20%
Stonebridge Financial Planning Group, LLC 90,849$4,904,0553.16%
RPg Family Wealth Advisory, LLC 102,668$5,542,0193.04%
View complete list of ISHARES TR shareholders