FinDec Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
FinDec Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,867,276
-52.8%
51,165
-50.6%
1.81%
-52.6%
Q1 2024$6,070,200
+6.3%
103,605
-2.1%
3.82%0.0%
Q4 2023$5,709,547
-8.8%
105,791
-18.1%
3.82%
-15.7%
Q3 2023$6,262,026
-14.2%
129,114
-0.1%
4.52%
-11.4%
Q2 2023$7,296,955
+6.1%
129,241
+1.4%
5.10%
-1.9%
Q1 2023$6,880,453
+1.0%
127,463
-1.6%
5.20%
-7.5%
Q4 2022$6,809,843129,5395.63%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders