MILESTONE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
MILESTONE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,000
-16.7%
115
-4.2%
0.01%0.0%
Q2 2022$6,000
-25.0%
1200.0%0.01%
-14.3%
Q1 2022$8,0000.0%1200.0%0.01%
+16.7%
Q4 2021$8,0001200.01%
Other shareholders
ISHARES TR shareholders Q2 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