MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 88 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$630,000
-4.0%
13,189
-0.5%
0.03%
-3.6%
Q2 2022$656,000
-22.0%
13,259
-7.6%
0.03%
-12.5%
Q1 2022$841,000
-36.0%
14,346
-64.2%
0.03%
-73.6%
Q2 2020$1,314,000
+150.3%
40,128
+290.4%
0.12%
+218.4%
Q4 2019$525,000
-6.6%
10,279
-15.5%
0.04%
-11.6%
Q3 2019$562,000
-14.7%
12,161
-15.1%
0.04%
-14.0%
Q2 2019$659,000
-3.4%
14,319
-8.0%
0.05%
-13.8%
Q1 2019$682,000
-27.6%
15,558
-31.9%
0.06%
-31.0%
Q4 2018$942,000
-19.1%
22,860
-3.8%
0.08%
-42.5%
Q3 2018$1,164,000
+17.7%
23,768
+18.1%
0.15%
-16.6%
Q2 2018$989,000
-30.5%
20,118
-28.7%
0.18%
+101.1%
Q1 2018$1,422,000
+22.0%
28,232
+19.3%
0.09%
-28.7%
Q4 2017$1,166,000
-2.7%
23,655
-6.8%
0.12%
-37.4%
Q3 2017$1,198,000
-7.8%
25,369
-11.2%
0.20%
+4.8%
Q2 2017$1,300,000
+490.9%
28,561
+481.6%
0.19%
+588.9%
Q1 2017$220,000
-75.3%
4,911
-75.0%
0.03%
-81.4%
Q4 2016$892,000
+10.4%
19,658
-14.5%
0.14%
+26.1%
Q3 2016$808,000
+111.0%
22,988
+102.4%
0.12%
-21.8%
Q3 2015$383,000
-99.9%
11,357
+6.3%
0.15%
-29.3%
Q1 2015$372,377,000
-0.8%
10,679
-0.6%
0.21%
+19.5%
Q4 2014$375,433,000
+4.5%
10,742
-0.9%
0.17%
-7.4%
Q3 2014$359,105,000
-5.2%
10,836
-0.9%
0.19%
+0.5%
Q2 2014$378,987,00010,9360.19%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders