Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 81 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2022
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders