SMITH, MOORE & CO. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 192 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 27.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
SMITH, MOORE & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,015,744
-13.7%
20,943
+0.5%
0.13%
-10.7%
Q2 2023$1,177,088
+1.7%
20,848
-2.7%
0.15%
-4.5%
Q1 2023$1,157,142
+1.9%
21,437
-0.8%
0.16%
-0.6%
Q4 2022$1,136,026
+11.6%
21,610
+0.1%
0.16%
+2.6%
Q3 2022$1,018,000
-3.6%
21,581
+3.1%
0.15%
-5.5%
Q2 2022$1,056,000
-19.5%
20,929
-2.7%
0.16%
-8.9%
Q1 2022$1,311,000
-3.5%
21,514
+4.3%
0.18%
-5.3%
Q4 2021$1,359,000
+5.8%
20,635
+0.8%
0.19%
-3.6%
Q3 2021$1,285,000
+10.5%
20,473
+535.2%
0.20%
+12.0%
Q2 2021$1,163,000
+11.9%
3,223
+2.5%
0.18%
+4.2%
Q1 2021$1,039,000
+0.8%
3,145
-0.1%
0.17%
-12.5%
Q4 2020$1,031,000
+14.0%
3,149
+4.3%
0.19%
+2.1%
Q3 2020$904,000
+12.7%
3,018
-0.4%
0.19%
+6.2%
Q2 2020$802,000
+25.5%
3,030
+6.8%
0.18%
+5.4%
Q1 2020$639,000
-19.9%
2,837
-6.0%
0.17%
+1.2%
Q4 2019$798,000
+7.0%
3,017
+0.0%
0.17%
+0.6%
Q3 2019$746,000
+2.8%
3,016
+0.1%
0.16%
+1.2%
Q2 2019$726,000
+17.5%
3,014
+12.9%
0.16%
+10.9%
Q1 2019$618,000
+28.2%
2,670
+10.7%
0.15%
+12.2%
Q4 2018$482,000
-8.0%
2,411
+4.7%
0.13%
+10.1%
Q3 2018$524,000
+17.8%
2,302
+3.9%
0.12%
+6.2%
Q2 2018$445,000
+17.4%
2,216
+8.2%
0.11%
+9.8%
Q1 2018$379,000
+21.1%
2,048
+13.6%
0.10%
+21.4%
Q4 2017$313,000
+17.2%
1,803
+12.8%
0.08%
+10.5%
Q3 2017$267,000
+17.6%
1,598
+17.1%
0.08%0.0%
Q2 2017$227,0001,3650.08%
Other shareholders
ISHARES TR shareholders Q2 2018
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