TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 553 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$7,886
+12.7%
1500.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1500.0%0.00%0.0%
Q2 2022$8,000
-11.1%
1500.0%0.00%0.0%
Q1 2022$9,000
-10.0%
1500.0%0.00%
-20.0%
Q4 2021$10,000
+11.1%
1500.0%0.01%0.0%
Q3 2021$9,0000.0%150
+500.0%
0.01%0.0%
Q2 2021$9,000
+12.5%
250.0%0.01%0.0%
Q1 2021$8,000250.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders