Worth Asset Management, 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
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$162,831
+4.6%
2,8840.0%0.12%
+5.1%
Q1 2023$155,678
+2.7%
2,8840.0%0.12%
+11.3%
Q4 2022$151,612
+11.5%
2,8840.0%0.11%
+6.0%
Q3 2022$136,000
-6.8%
2,8840.0%0.10%0.0%
Q2 2022$146,000
+4766.7%
2,884
+5668.0%
0.10%
+4900.0%
Q1 2022$3,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders