MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders