FinDec Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
FinDec Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2023
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