Heirloom Wealth Management - 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
Heirloom Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$876,351
-14.9%
18,069
-1.0%
0.39%
-13.2%
Q2 2023$1,030,061
+1.6%
18,244
-2.9%
0.45%
-7.4%
Q1 2023$1,014,182
-1.4%
18,788
-4.0%
0.48%
-24.5%
Q4 2022$1,028,74919,5690.64%
Other shareholders
ISHARES TR shareholders Q4 2022
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