OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 612 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.92 and the average weighting 0.4%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,567
-52.9%
73,551
-45.2%
1.41%
-51.5%
Q2 2023$7,578
-13.9%
134,222
-17.7%
2.90%
-19.3%
Q1 2023$8,801
-2.3%
163,060
-4.9%
3.60%
-8.2%
Q4 2022$9,012
-99.9%
171,433
-0.6%
3.92%
+1.3%
Q3 2022$8,138,000
-6.3%
172,499
+0.2%
3.87%
-3.2%
Q2 2022$8,687,000
-18.5%
172,233
-1.5%
3.99%
-8.6%
Q1 2022$10,660,000
-19.4%
174,878
-13.0%
4.37%
-22.7%
Q4 2021$13,234,000
+3.6%
200,973
-1.2%
5.65%
-3.0%
Q3 2021$12,775,000
+4.5%
203,496
+501.2%
5.83%
+6.5%
Q2 2021$12,220,000
+12.4%
33,849
+2.9%
5.47%
+2.2%
Q1 2021$10,871,000
+3.3%
32,908
+2.3%
5.36%
-5.0%
Q4 2020$10,526,000
+14.4%
32,163
+4.7%
5.64%
+4.0%
Q3 2020$9,201,000
+12.8%
30,709
-0.3%
5.42%
-6.0%
Q2 2020$8,155,000
+48.0%
30,800
+25.9%
5.77%
+92.7%
Q1 2020$5,510,000
+10.6%
24,455
+29.7%
2.99%
+23.3%
Q4 2019$4,982,000
+697.1%
18,848
+645.0%
2.43%
+549.2%
Q3 2019$625,000
+14.5%
2,530
+11.5%
0.37%
+1.6%
Q2 2019$546,000
+6.0%
2,269
+1.9%
0.37%
+7.6%
Q1 2019$515,000
+16.0%
2,2260.0%0.34%
-3.1%
Q4 2018$444,000
-10.1%
2,226
+2.5%
0.35%
-3.0%
Q3 2018$494,000
+13.6%
2,172
+0.0%
0.36%
+7.4%
Q2 2018$435,000
+12.4%
2,171
+3.6%
0.34%
+0.9%
Q1 2018$387,000
+6.6%
2,096
+0.0%
0.34%
+13.1%
Q4 2017$363,000
+4.0%
2,095
+0.2%
0.30%
-12.6%
Q3 2017$349,000
+3.3%
2,090
+3.0%
0.34%
+8.6%
Q2 2017$338,000
+10.1%
2,0300.0%0.31%
-1.3%
Q1 2017$307,000
+4.8%
2,030
+0.4%
0.32%
+25.3%
Q4 2016$293,0000.0%2,0210.0%0.25%0.0%
Q3 2016$293,000
+7.3%
2,0210.0%0.25%
+3.3%
Q2 2016$273,000
+10.5%
2,021
+0.1%
0.24%
+22.5%
Q1 2016$247,000
+0.8%
2,019
+1.0%
0.20%
-2.0%
Q4 2015$245,0002,0000.20%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders