Martin Capital Advisors, LLP - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 650 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.

Quarter-by-quarter ownership
Martin Capital Advisors, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,800
-20.8%
5,583
-7.8%
0.26%
-15.7%
Q2 2023$341,781
+5.7%
6,053
+1.0%
0.31%
-6.3%
Q1 2023$323,448
+2.7%
5,9920.0%0.33%
-5.1%
Q4 2022$314,999
+11.3%
5,9920.0%0.35%
-15.4%
Q3 2022$283,000
-6.3%
5,9920.0%0.42%
+56.4%
Q2 2022$302,000
-17.3%
5,9920.0%0.27%
+6.4%
Q1 2022$365,000
-1.4%
5,992
+6.6%
0.25%
+9.2%
Q4 2021$370,0005,6220.23%
Other shareholders
ISHARES TR shareholders Q4 2021
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