PRIMORIS WEALTH ADVISORS, LLC - 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
PRIMORIS WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,228,709
-14.9%
25,335
-1.0%
1.48%
-6.2%
Q2 2023$1,444,484
+4.2%
25,585
-0.4%
1.58%
-7.2%
Q1 2023$1,386,422
+2.7%
25,6840.0%1.71%
-17.9%
Q4 2022$1,350,207
+8.5%
25,684
-2.8%
2.08%
-6.2%
Q3 2022$1,244,000
-22.3%
26,411
-17.0%
2.22%
-3.6%
Q2 2022$1,602,000
-18.4%
31,827
-1.2%
2.30%
+25.8%
Q1 2022$1,964,000
-14.6%
32,227
-7.5%
1.83%
-1.2%
Q4 2021$2,299,00034,8271.85%
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