DELTA ASSET MANAGEMENT LLC/TN - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 544 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.3%.

Quarter-by-quarter ownership
DELTA ASSET MANAGEMENT LLC/TN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,200
-14.1%
7,2000.0%0.04%
-10.0%
Q2 2023$406,512
+4.6%
7,2000.0%0.04%
-2.4%
Q1 2023$388,656
+2.7%
7,2000.0%0.04%0.0%
Q4 2022$378,504
+11.3%
7,2000.0%0.04%0.0%
Q3 2022$340,000
-6.3%
7,2000.0%0.04%0.0%
Q2 2022$363,000
-17.3%
7,2000.0%0.04%
-2.4%
Q1 2022$439,000
-7.4%
7,2000.0%0.04%0.0%
Q4 2021$474,0007,2000.04%
Other shareholders
ISHARES TR shareholders Q1 2023
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