ANGELES WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.52 and the average weighting 0.0%.

Quarter-by-quarter ownership
ANGELES WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$115,038
-1.2%
6500.0%0.02%0.0%
Q2 2023$116,422
+2.2%
6500.0%0.02%
-5.9%
Q1 2023$113,930
-5.8%
6500.0%0.02%
-19.0%
Q4 2022$120,985
+10.0%
6500.0%0.02%
-4.5%
Q3 2022$110,000
-12.0%
6500.0%0.02%
-12.0%
Q2 2022$125,000
-0.8%
6500.0%0.02%
+4.2%
Q1 2022$126,0006500.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Partners Group, Inc 14,142$2,141,0001.57%
ARS Wealth Advisors, LLC 28,116$4,256,0001.53%
Karp Capital Management Corp 20,120$3,045,0001.20%
MURPHY CAPITAL MANAGEMENT INC 27,167$4,112,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,079$1,072,0000.50%
Asset Management Group, Inc. 6,305$954,0000.33%
Pratt Collard Advisory Partners LLC 2,300$348,0000.30%
PACIFIC SUN FINANCIAL CORP 1,565$259,0000.27%
Matthew Goff Investment Advisor, LLC 5,782$678,0000.26%
Raab & Moskowitz Asset Management LLC 3,480$526,0000.25%
View complete list of ISHARES TR shareholders