Global Assets Advisory, LLC - 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
Global Assets Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$873,692
-14.6%
18,014
-0.6%
0.77%
-17.6%
Q2 2023$1,023,019
+0.7%
18,119
-1.6%
0.94%
-9.7%
Q1 2023$1,016,200
-6.3%
18,409
-10.7%
1.04%
-9.4%
Q4 2022$1,084,309
-14.1%
20,626
-18.0%
1.14%
-10.5%
Q3 2022$1,263,00025,1491.28%
Other shareholders
ISHARES TR shareholders Q3 2023
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