Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 126 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$46,000
-20.7%
9310.0%0.00%
-50.0%
Q2 2022$58,000
-9.4%
9310.0%0.00%0.0%
Q1 2022$64,000
-9.9%
9310.0%0.00%0.0%
Q4 2021$71,000
-2.7%
9310.0%0.00%0.0%
Q3 2021$73,000
-14.1%
9310.0%0.00%0.0%
Q2 2021$85,000
-1.2%
9310.0%0.00%
-33.3%
Q1 2021$86,000
+100.0%
931
+55.4%
0.00%
+50.0%
Q4 2020$43,0000.0%5990.0%0.00%0.0%
Q3 2020$43,000
+10.3%
5990.0%0.00%0.0%
Q2 2020$39,000
+18.2%
5990.0%0.00%0.0%
Q1 2020$33,000
-17.5%
5990.0%0.00%0.0%
Q4 2019$40,0005990.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,190,588$109,748,00030.67%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 136,556$12,579,00011.32%
Freestate Advisors LLC 73,738$6,797,0007.93%
WNY Asset Management, LLC 134,175$12,338,0004.93%
Lee Financial Group Hawaii, Inc. 52,789$4,866,0003.99%
FURE FINANCIAL CORP 40,304$3,715,0002.91%
Titus Wealth Management 49,078$4,524,0002.64%
Almanack Investment Partners, LLC. 275,560$25,401,0002.58%
Empowered Funds, LLC 140,020$12,206,0002.34%
B, B, H, & B INC. 21,832$2,007,0002.09%
View complete list of ISHARES TR shareholders