HM PAYSON & CO - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$27,000
-6.9%
5760.0%0.00%0.0%
Q2 2022$29,000
-57.4%
576
-48.4%
0.00%
-50.0%
Q1 2022$68,000
+78.9%
1,116
+93.8%
0.00%
+100.0%
Q4 2021$38,000
+5.6%
5760.0%0.00%0.0%
Q3 2021$36,000
+2.9%
576
+500.0%
0.00%0.0%
Q2 2021$35,000
-52.1%
96
-56.8%
0.00%
-50.0%
Q1 2021$73,0000.0%2220.0%0.00%0.0%
Q4 2020$73,000
+28.1%
222
+16.8%
0.00%0.0%
Q3 2020$57,000
+14.0%
1900.0%0.00%0.0%
Q2 2020$50,000
+16.3%
1900.0%0.00%0.0%
Q1 2020$43,000
-14.0%
1900.0%0.00%0.0%
Q4 2019$50,000
+6.4%
1900.0%0.00%0.0%
Q3 2019$47,000
+2.2%
1900.0%0.00%0.0%
Q2 2019$46,0001900.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 216,108$10,196,0005.87%
CUMBERLAND ADVISORS INC 308,050$14,534,0005.79%
Crumly & Associates Inc. 241,605$11,399,0004.70%
Ulrich Consultants & Investment Group, LLC 115,045$5,428,0004.19%
Safeguard Investment Advisory Group, LLC 124,770$5,886,0004.03%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,499$8,138,0003.87%
Flaharty Asset Management, LLC 378,713$17,868,0003.68%
Madden Advisory Services, Inc. 81,074$3,825,0003.06%
Ahrens Investment Partners LLC 121,933$5,753,0003.03%
Stonebridge Financial Planning Group, LLC 91,759$4,329,0003.03%
View complete list of ISHARES TR shareholders