Mezzasalma Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mezzasalma Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$842,784
-14.3%
17,377
-0.2%
0.52%
-12.8%
Q2 2023$982,912
+3.3%
17,409
-1.2%
0.60%
-11.4%
Q1 2023$951,182
-0.5%
17,621
-3.1%
0.67%
-19.3%
Q4 2022$956,091
+12.5%
18,187
+0.9%
0.83%
+23.6%
Q3 2022$850,000
-6.5%
18,019
-0.0%
0.68%
-12.1%
Q2 2022$909,000
-17.3%
18,020
-0.1%
0.77%
+12.1%
Q1 2022$1,099,000
-15.8%
18,030
-9.0%
0.68%
-2.1%
Q4 2021$1,305,000
+3.2%
19,824
-1.6%
0.70%
-1.5%
Q3 2021$1,265,000
+3.9%
20,151
+497.4%
0.71%
+6.0%
Q2 2021$1,218,000
+9.1%
3,373
-0.1%
0.67%
-6.2%
Q1 2021$1,116,000
-3.0%
3,378
-3.8%
0.72%
-2.9%
Q4 2020$1,150,0003,5130.74%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders