IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 75 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,318
-56.2%
150
-50.0%
0.00%
Q2 2023$19,004
+88.8%
300
+100.0%
0.00%
Q1 2023$10,066
+100560.0%
1500.0%0.00%
Q4 2022$10
-99.9%
1500.0%0.00%
Q3 2022$10,0000.0%1500.0%0.00%
Q2 2022$10,000
-50.0%
150
-50.0%
0.00%
Q1 2022$20,000
+81.8%
300
+100.0%
0.00%
Q4 2021$11,000
-21.4%
150
-17.1%
0.00%
Q3 2021$14,000
-17.6%
1810.0%0.00%
Q2 2021$17,000
+21.4%
181
+20.7%
0.00%
Q1 2021$14,000
+7.7%
1500.0%0.00%
-100.0%
Q4 2020$13,000
-23.5%
150
-45.5%
0.00%
-50.0%
Q1 2019$17,000
-51.4%
275
-56.3%
0.00%0.0%
Q4 2018$35,000
+105.9%
630
+129.1%
0.00%
+100.0%
Q3 2018$17,0000.0%2750.0%0.00%0.0%
Q2 2018$17,000
-99.3%
275
-99.2%
0.00%
-99.1%
Q1 2018$2,379,0000.0%36,0210.0%0.11%0.0%
Q4 2017$2,379,000
+5.9%
36,021
-1.6%
0.11%
+21.3%
Q3 2017$2,246,000
+13937.5%
36,591
+13205.8%
0.09%
+8800.0%
Q2 2017$16,000
+14.3%
2750.0%0.00%0.0%
Q1 2017$14,000
+7.7%
2750.0%0.00%0.0%
Q4 2016$13,000
-7.1%
2750.0%0.00%0.0%
Q3 2016$14,000
+16.7%
2750.0%0.00%0.0%
Q2 2016$12,000
-29.4%
2750.0%0.00%
-50.0%
Q1 2016$17,000
+41.7%
2750.0%0.00%
+100.0%
Q4 2015$12,0002750.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,065,199$81,552,00018.83%
Upper Left Wealth Management, LLC 45,858$3,550,0003.54%
Titus Wealth Management 50,336$3,854,0001.74%
Twelve Points Wealth Management LLC 18,282$1,400,0001.13%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 80,048$6,128,4751.09%
SFI Advisors, LLC 13,988$1,126,0000.99%
Activest Wealth Management 18,676$1,430,0000.88%
Armor Investment Advisors, LLC 15,708$1,203,0000.68%
OLD MISSION CAPITAL LLC 182,030$13,936,0000.58%
MV CAPITAL MANAGEMENT, INC. 49,722$3,807,0000.55%
View complete list of ISHARES TR shareholders