ALPINE WOODS CAPITAL INVESTORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
ALPINE WOODS CAPITAL INVESTORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$273
+0.4%
3,0000.0%0.04%
+4.8%
Q2 2023$272
-1.1%
3,0000.0%0.04%0.0%
Q1 2023$275
-4.5%
3,0000.0%0.04%0.0%
Q4 2022$288
-99.9%
3,0000.0%0.04%
+20.0%
Q3 2022$256,000
+1.6%
3,0000.0%0.04%
+9.4%
Q2 2022$252,000
-16.0%
3,0000.0%0.03%0.0%
Q1 2022$300,000
-9.4%
3,0000.0%0.03%
-3.0%
Q4 2021$331,000
+5.8%
3,0000.0%0.03%0.0%
Q3 2021$313,000
+2.3%
3,0000.0%0.03%
+3.1%
Q2 2021$306,000
+10.9%
3,0000.0%0.03%
+3.2%
Q1 2021$276,000
+15.5%
3,0000.0%0.03%
+6.9%
Q4 2020$239,000
-63.3%
3,000
-71.4%
0.03%
-70.4%
Q3 2020$651,000
+3.7%
10,5000.0%0.10%
-19.0%
Q2 2020$628,000
+16.9%
10,5000.0%0.12%
+0.8%
Q1 2020$537,000
-25.3%
10,5000.0%0.12%
-11.8%
Q4 2019$719,000
+6.5%
10,5000.0%0.14%
+8.8%
Q3 2019$675,000
+1.8%
10,5000.0%0.12%
-8.8%
Q2 2019$663,000
+7.5%
10,5000.0%0.14%
+2.2%
Q1 2019$617,000
+4.9%
10,5000.0%0.13%
-5.0%
Q4 2018$588,00010,5000.14%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders