BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,239,956
-33.9%
44,120
-26.3%
0.00%0.0%
Q2 2023$3,387,603
-73.2%
59,852
-75.0%
0.00%
-80.0%
Q4 2022$12,651,603
+3.5%
239,296
+0.4%
0.01%0.0%
Q3 2022$12,223,000
+0.1%
238,373
+0.5%
0.01%
-16.7%
Q2 2022$12,208,000
+458.7%
237,303
+567.5%
0.01%
+500.0%
Q1 2022$2,185,000
-27.0%
35,552
-21.3%
0.00%
-50.0%
Q4 2021$2,992,000
+5.0%
45,150
+4.8%
0.00%
+100.0%
Q3 2021$2,850,000
-84.0%
43,088
-12.1%
0.00%
-88.9%
Q2 2021$17,826,000
-88.1%
49,011
-89.0%
0.01%
-90.8%
Q1 2021$149,871,000
+3.1%
444,736
+3.4%
0.10%
+2.1%
Q4 2020$145,382,000
+14.4%
430,278
+1.4%
0.10%
-9.4%
Q3 2020$127,118,000
+315.0%
424,493
+275.4%
0.11%
+278.6%
Q2 2020$30,633,000
+1430.9%
113,071
+1148.2%
0.03%
+1300.0%
Q1 2020$2,001,000
-98.0%
9,059
-97.6%
0.00%
-97.4%
Q4 2019$101,248,000
+14.6%
383,053
+7.2%
0.08%0.0%
Q3 2019$88,384,000
+100.4%
357,482
+95.1%
0.08%
+105.4%
Q2 2019$44,109,000
-75.4%
183,239
-76.3%
0.04%
-76.0%
Q1 2019$179,158,000
+599.1%
773,799
+503.3%
0.15%
+541.7%
Q4 2018$25,627,000
-86.6%
128,255
-84.8%
0.02%
-84.0%
Q3 2018$191,644,000
+15.2%
842,464
+1.7%
0.15%
+9.5%
Q2 2018$166,293,000
+382.2%
828,771
+344.6%
0.14%
+341.9%
Q1 2018$34,488,000
+8.0%
186,412
+1.3%
0.03%
+10.7%
Q4 2017$31,928,000
-0.1%
184,009
-3.8%
0.03%
-3.4%
Q3 2017$31,944,000
-63.7%
191,244
-63.8%
0.03%
-65.5%
Q2 2017$87,937,000
+1869.0%
527,801
+1689.8%
0.08%
+2000.0%
Q1 2017$4,466,000
+1967.6%
29,490
+1696.0%
0.00%
Q4 2016$216,000
-99.7%
1,642
-99.6%
0.00%
-100.0%
Q3 2016$63,771,000
+44.3%
438,619
+34.5%
0.07%
+37.3%
Q2 2016$44,200,000
+17509.6%
326,077
+15790.7%
0.05%
Q1 2016$251,0000.0%2,052
+0.1%
0.00%
Q4 2015$251,000
+15.7%
2,049
+5.1%
0.00%
Q3 2015$217,000
-6.1%
1,949
+1.1%
0.00%
Q2 2015$231,000
+66.2%
1,928
+67.4%
0.00%
Q1 2015$139,000
+26.4%
1,152
+18.6%
0.00%
Q4 2014$110,000
+13.4%
9710.0%0.00%
Q3 2014$97,000
+9.0%
971
+11.6%
0.00%
Q2 2014$89,000
+229.6%
870
+222.2%
0.00%
Q1 2014$27,000
+8.0%
2700.0%0.00%
Q4 2013$25,000
+8.7%
2700.0%0.00%
Q3 2013$23,000
+9.5%
2700.0%0.00%
Q2 2013$21,0002700.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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