Activest Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Activest Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$159,315
-32.7%
3,285
-25.9%
0.10%
-35.5%
Q1 2023$236,676
-14.2%
4,436
-19.1%
0.15%
-22.1%
Q2 2022$276,000
-33.2%
5,480
-19.1%
0.20%
-26.7%
Q1 2022$413,000
-28.5%
6,772
-22.9%
0.27%
-25.5%
Q4 2021$578,000
+14.9%
8,782
+9.7%
0.36%
+6.6%
Q3 2021$503,000
-50.2%
8,008
+186.2%
0.34%
-11.6%
Q2 2021$1,010,000
+135.4%
2,798
+115.1%
0.38%
+8.0%
Q1 2021$429,0001,3010.35%
Other shareholders
ISHARES TR shareholders Q3 2023
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