ALPINE WOODS CAPITAL INVESTORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 82 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.00 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders