MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,170
-13.9%
6000.0%0.00%0.0%
Q2 2023$33,876
+4.6%
6000.0%0.00%0.0%
Q1 2023$32,388
+2.7%
6000.0%0.00%0.0%
Q4 2022$31,542
-55.6%
600
-60.0%
0.00%
-60.0%
Q3 2022$71,000
-6.6%
1,5000.0%0.01%0.0%
Q2 2022$76,000
-16.5%
1,5000.0%0.01%0.0%
Q1 2022$91,000
-8.1%
1,5000.0%0.01%0.0%
Q4 2021$99,000
+17.9%
1,500
+488.2%
0.01%0.0%
Q1 2021$84,000
+1.2%
2550.0%0.01%0.0%
Q4 2020$83,0002550.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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