IHI — ISHARES TR

Ownership history in EWG Elevate Inc.  ·  6 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in ISHARES TR (IHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.04% (2020 Q3)
Avg. % of fund
1.8%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 7,412 +352 +5.0% 0.14% $464K $62.47
2023 Q2 REDUCED 7,060 -9,979 -58.6% 0.16% $399K $55.73
2021 Q1 REDUCED 17,039 -400 -2.3% 2.49% $5.6M $53.88
2020 Q3 ADDED 17,439 +5,474 +45.8% 3.04% $5.2M $48.80
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IHI price (monthly, adj. close)

Other funds also holding IHI

As of 2025 Q4 — sorted by position size

CUMBERLAND ADVISORS INC 3Y 7Y 3.07% Somerset Group LLC 3Y 7Y 2.61% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.2% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 1.82% Econ Financial Services Corp 3Y 7Y 1.77% Wealth Advisory Solutions, LLC 3Y 1.71% Safeguard Investment Advisory Group, LLC 3Y 1.71% Solutions 4 Wealth, Ltd 1.34% Dale Q Rice Investment Management Ltd 1.25% VALICENTI ADVISORY SERVICES INC 3Y 7Y 1.23%
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