Endowment Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$877,768
+12.8%
19,850
+11.5%
0.79%
+10.5%
Q2 2023$778,254
+12.8%
17,809
+1.6%
0.71%
+2.7%
Q1 2023$690,206
+5.1%
17,536
+11.4%
0.69%
-4.0%
Q4 2022$657,017
+8.2%
15,741
+5.8%
0.72%
-1.8%
Q3 2022$607,000
+4.8%
14,880
+1.2%
0.74%
+5.4%
Q2 2022$579,000
-6.5%
14,706
+5.9%
0.70%
+7.2%
Q1 2022$619,000
-13.7%
13,888
-11.2%
0.65%
-10.2%
Q4 2021$717,00015,6390.72%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Glovista Investments LLC 694,205$31,195,0009.27%
CHANNING GLOBAL ADVISORS, LLC 115,052$5,128,0004.96%
Rice Partnership, LLC 384,487$17,137,0004.94%
Tradewinds Capital Management, LLC 638,283$28,448,0004.61%
3EDGE Asset Management, LP 976,453$43,521,0003.24%
Meditor Group Ltd 171,200$7,630,0003.18%
CIGNA INVESTMENTS INC /NEW 417,160$18,593,0002.28%
Karp Capital Management Corp 333,314$14,856,0002.16%
INNEALTA CAPITAL, LLC 70,333$3,135,0001.83%
UBP Investment Advisors SA 109,725$4,890,0001.82%
View complete list of ISHARES TR shareholders