BTR CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
BTR CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$10,529,000
-7.3%
223,165
-0.9%
1.64%
+0.7%
Q2 2022$11,364,000
-17.7%
225,300
-0.5%
1.63%
-3.9%
Q1 2022$13,808,000
-7.2%
226,511
+0.2%
1.70%
+1.1%
Q4 2021$14,880,000
+2.6%
225,966
-2.2%
1.68%
-6.6%
Q3 2021$14,503,000
+3.4%
231,010
+494.4%
1.80%
+2.6%
Q2 2021$14,032,000
+9.5%
38,865
+0.2%
1.75%
-6.1%
Q1 2021$12,816,000
+1.2%
38,793
+0.2%
1.86%
-5.8%
Q4 2020$12,667,000
+7.7%
38,700
-1.4%
1.98%
-4.9%
Q3 2020$11,765,000
+9.8%
39,265
-2.9%
2.08%
+3.5%
Q2 2020$10,711,000
+16.0%
40,455
-1.3%
2.01%
-1.6%
Q1 2020$9,233,000
-19.2%
40,972
-5.3%
2.04%
+3.7%
Q4 2019$11,433,000
+6.5%
43,253
-0.4%
1.97%
-2.4%
Q3 2019$10,740,000
-0.2%
43,438
-2.8%
2.02%
+0.6%
Q2 2019$10,761,000
+3.1%
44,702
-0.8%
2.01%
+0.0%
Q1 2019$10,435,000
+13.6%
45,071
-1.9%
2.00%
+3.7%
Q4 2018$9,182,000
-14.7%
45,953
-2.9%
1.93%
+3.2%
Q3 2018$10,769,000
+9.8%
47,342
-3.2%
1.87%
-0.8%
Q2 2018$9,809,000
+4.7%
48,886
-3.4%
1.89%
+0.9%
Q1 2018$9,367,000
+4.3%
50,631
-2.2%
1.87%
+6.6%
Q4 2017$8,979,000
+1.9%
51,751
-1.9%
1.76%
-2.2%
Q3 2017$8,810,000
-1.7%
52,744
-1.9%
1.80%
-2.2%
Q2 2017$8,959,000
+6.0%
53,770
-3.7%
1.84%
+4.0%
Q1 2017$8,453,000
+8.1%
55,825
+3.8%
1.77%
+0.8%
Q4 2016$7,822,0000.0%53,8010.0%1.75%0.0%
Q3 2016$7,822,000
-3.5%
53,801
-10.0%
1.75%
-5.7%
Q2 2016$8,103,000
+9.8%
59,781
-0.8%
1.86%
+8.5%
Q1 2016$7,378,000
-13.0%
60,241
-13.0%
1.72%
-11.0%
Q4 2015$8,477,000
+11.9%
69,210
+1.7%
1.93%
+6.3%
Q3 2015$7,577,000
-8.3%
68,084
-1.4%
1.81%
-6.8%
Q2 2015$8,265,000
+1.1%
69,034
+1.6%
1.94%
-1.9%
Q1 2015$8,177,000
+3.7%
67,979
-2.5%
1.98%
-7.9%
Q4 2014$7,888,000
+11.4%
69,740
-2.1%
2.15%
+10.0%
Q3 2014$7,083,000
-1.1%
71,260
+1.5%
1.96%
-0.5%
Q2 2014$7,162,000
+2.6%
70,200
-0.6%
1.96%
-3.4%
Q1 2014$6,979,000
+4.1%
70,635
-2.2%
2.03%
+6.3%
Q4 2013$6,706,000
+7.0%
72,255
-2.4%
1.91%
-2.8%
Q3 2013$6,270,000
+4.5%
74,030
-3.1%
1.97%
+5.5%
Q2 2013$6,000,00076,4101.87%
Other shareholders
ISHARES TR shareholders Q3 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