ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,146
+1133.7%
64,870
+1271.5%
0.50%
+1140.0%
Q1 2023$255
-93.6%
4,730
-93.7%
0.04%
-93.9%
Q4 2022$3,962
-99.9%
75,368
-20.2%
0.66%
-21.5%
Q3 2022$4,458,000
+327.0%
94,479
+356.6%
0.84%
+344.7%
Q2 2022$1,044,000
-10.7%
20,693
+7.9%
0.19%
-10.0%
Q1 2022$1,169,000
-87.9%
19,179
-86.9%
0.21%
-88.7%
Q4 2021$9,677,000
+1329.4%
146,959
+1262.1%
1.85%
+1200.0%
Q3 2021$677,000
+6.4%
10,789
+512.3%
0.14%
+3.6%
Q2 2021$636,000
+5.8%
1,762
-34.0%
0.14%
-27.1%
Q1 2020$601,000
-60.3%
2,669
-59.2%
0.19%
-49.1%
Q1 2019$1,515,000
-20.8%
6,545
-31.7%
0.37%
-31.0%
Q4 2018$1,914,000
+30.4%
9,578
+48.4%
0.54%
+25.3%
Q3 2018$1,468,000
+13.9%
6,453
+0.5%
0.43%
-11.0%
Q2 2018$1,289,000
+77.1%
6,424
+63.2%
0.48%
+52.9%
Q1 2018$728,000
+8.2%
3,937
+1.5%
0.31%
+22.7%
Q4 2017$673,000
-42.9%
3,878
-45.0%
0.26%
-55.3%
Q3 2017$1,178,0007,0500.57%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders