HFR Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
HFR Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291
-14.2%
6,0000.0%0.08%
-9.6%
Q2 2023$339
+4.6%
6,0000.0%0.09%
+2.2%
Q1 2023$324
+2.9%
6,0000.0%0.09%
+1.1%
Q4 2022$315
-99.9%
6,0000.0%0.09%
-1.1%
Q3 2022$283,000
-6.6%
6,0000.0%0.09%0.0%
Q2 2022$303,000
-17.2%
6,0000.0%0.09%
-5.2%
Q1 2022$366,000
-7.3%
6,0000.0%0.10%
-2.0%
Q4 2021$395,000
+4.8%
6,0000.0%0.10%
-10.0%
Q3 2021$377,000
+4.4%
6,000
+500.0%
0.11%
+0.9%
Q2 2021$361,0001,0000.11%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders