SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,400
-0.7%
2500.0%0.00%0.0%
Q2 2023$8,463
-5.4%
2500.0%0.00%0.0%
Q1 2023$8,948
-24.9%
2500.0%0.00%
-50.0%
Q4 2022$11,910
-0.8%
2500.0%0.00%0.0%
Q3 2022$12,0000.0%2500.0%0.00%0.0%
Q2 2022$12,000
-20.0%
2500.0%0.00%0.0%
Q1 2022$15,0000.0%2500.0%0.00%0.0%
Q4 2021$15,0000.0%2500.0%0.00%0.0%
Q3 2021$15,000
+7.1%
2500.0%0.00%0.0%
Q2 2021$14,000
+27.3%
2500.0%0.00%0.0%
Q4 2020$11,000
+37.5%
2500.0%0.00%
+100.0%
Q3 2020$8,0000.0%2500.0%0.00%0.0%
Q2 2020$8,000
+14.3%
2500.0%0.00%
-50.0%
Q1 2020$7,000
-46.2%
2500.0%0.00%
-50.0%
Q4 2019$13,000
-43.5%
250
-50.0%
0.00%
-42.9%
Q3 2019$23,000
+109.1%
500
+100.0%
0.01%
+75.0%
Q2 2019$11,000
+10.0%
2500.0%0.00%0.0%
Q4 2018$10,000
-16.7%
2500.0%0.00%
-20.0%
Q3 2018$12,0002500.01%
Other shareholders
ISHARES TR shareholders Q1 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