Pallas Capital Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pallas Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$335,432
-88.1%
5,867
-88.6%
0.03%
-89.1%
Q4 2022$2,808,947
+353.8%
51,503
+301.5%
0.28%
+311.6%
Q3 2022$619,000
+9.8%
12,827
+34.5%
0.07%0.0%
Q4 2021$564,000
-13.6%
9,535
-3.9%
0.07%
-4.2%
Q3 2021$653,0009,9200.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders