PRIMORIS WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 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 Q1 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