PCG Wealth Advisors, LLC - 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
PCG Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$394,381
-14.3%
8,131
-0.3%
0.26%
-9.4%
Q2 2023$460,402
+2.1%
8,154
-2.4%
0.29%
+0.4%
Q1 2023$450,945
+1.9%
8,353
-0.8%
0.28%
+1.8%
Q4 2022$442,506
-46.9%
8,417
-52.3%
0.28%
-5.7%
Q3 2022$834,000
+77.4%
17,643
+89.5%
0.30%
-11.6%
Q2 2022$470,000
-16.8%
9,309
+0.4%
0.34%
-6.4%
Q1 2022$565,000
-11.6%
9,272
-3.9%
0.36%
-19.1%
Q4 2021$639,0009,6490.44%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders