Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$208,191
-2.1%
6,150
+3.5%
0.01%0.0%
Q1 2023$212,593
+97.0%
5,940
+162.3%
0.01%
+100.0%
Q4 2022$107,905
-98.9%
2,265
-98.7%
0.00%
-99.0%
Q1 2022$10,208,000
-9.4%
173,256
-5.0%
0.30%
-7.4%
Q4 2021$11,269,000
+9.7%
182,458
+7.5%
0.32%
-0.9%
Q3 2021$10,276,000
+19.9%
169,697
+13.9%
0.33%
+21.1%
Q2 2021$8,573,000
+11.0%
149,016
+9.3%
0.27%
-5.9%
Q1 2021$7,726,000
+4789.9%
136,334
+3816.5%
0.29%
+4683.3%
Q4 2020$158,000
-12.2%
3,481
-36.5%
0.01%
-25.0%
Q3 2020$180,000
+111.8%
5,483
+86.2%
0.01%
+33.3%
Q1 2020$85,000
+962.5%
2,944
+1751.6%
0.01%
Q4 2019$8,000
-85.2%
159
-86.6%
0.00%
-100.0%
Q3 2019$54,0000.0%1,1860.0%0.00%0.0%
Q2 2019$54,000
+5300.0%
1,186
+3989.7%
0.00%
Q1 2019$1,000
-99.6%
29
-99.6%
0.00%
-100.0%
Q4 2018$259,000
-81.8%
6,495
-77.7%
0.02%
-77.9%
Q3 2018$1,426,000
+25.5%
29,099
+30.3%
0.10%
+19.5%
Q2 2018$1,136,000
+15.1%
22,326
+13.9%
0.09%
+10.1%
Q1 2018$987,000
+107.4%
19,600
+103.0%
0.08%
+92.7%
Q4 2017$476,000
+11.2%
9,657
-16.1%
0.04%
-67.5%
Q2 2015$428,000
+6.5%
11,512
-0.4%
0.13%
+13.5%
Q1 2015$402,000
+6.6%
11,553
-2.8%
0.11%
-5.9%
Q4 2014$377,000
-30.3%
11,885
-27.2%
0.12%
-40.4%
Q3 2014$541,000
+15.8%
16,336
+21.1%
0.20%0.0%
Q2 2014$467,000
+0.2%
13,487
+1.2%
0.20%
-17.5%
Q1 2014$466,00013,3330.24%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders