ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $206,000 | -15.9% | 2,634 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | -12.8% | 2,671 | -12.3% | 0.00% | 0.0% |
| Q1 2021 | $281,000 | +6.0% | 3,044 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $265,000 | +21.0% | 3,044 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $219,000 | +9.0% | 3,044 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $201,000 | -2.0% | 3,044 | -12.8% | 0.00% | 0.0% |
| Q3 2019 | $205,000 | -4.2% | 3,489 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $214,000 | +0.5% | 3,489 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $213,000 | -13.8% | 3,489 | -22.0% | 0.00% | -50.0% |
| Q4 2018 | $247,000 | -21.3% | 4,474 | -11.0% | 0.00% | 0.0% |
| Q3 2018 | $314,000 | -13.7% | 5,026 | -40.1% | 0.00% | -33.3% |
| Q1 2016 | $364,000 | -0.8% | 8,395 | -3.2% | 0.00% | -25.0% |
| Q4 2015 | $367,000 | +1.7% | 8,677 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $361,000 | -4.7% | 8,677 | +14.5% | 0.01% | +25.0% |
| Q1 2015 | $379,000 | – | 7,581 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 1,175,977 | $102,510,000 | 33.15% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 54,931 | $4,788,000 | 4.64% |
| WNY Asset Management, LLC | 90,225 | $7,853,000 | 3.97% |
| FURE FINANCIAL CORP | 42,453 | $3,701,000 | 2.63% |
| Titus Wealth Management | 46,992 | $4,096,000 | 2.52% |
| Almanack Investment Partners, LLC. | 250,256 | $21,815,000 | 2.49% |
| Empowered Funds, LLC | 140,020 | $12,206,000 | 2.34% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 78,928 | $6,880,154 | 1.57% |
| Clear Creek Financial Management, LLC | 67,707 | $5,901,000 | 1.14% |
| Beaumont Capital Management, LLC | 7,177 | $626,000 | 0.63% |