Cavalier Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 82 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 8.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cavalier Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,642,586
+4.1%
61,986
+3.8%
2.21%
+11.9%
Q2 2023$5,419,681
+5.8%
59,721
+6.8%
1.97%
-5.8%
Q1 2023$5,123,684
+1.2%
55,911
+6.2%
2.10%
+15.3%
Q4 2022$5,060,956
+7.0%
52,647
-4.9%
1.82%
+6.3%
Q3 2022$4,729,000
-6.4%
55,381
-8.0%
1.71%
-3.3%
Q2 2022$5,053,000
-14.6%
60,173
+1.6%
1.77%
+14.2%
Q1 2022$5,916,000
-1.9%
59,234
+8.2%
1.55%
-1.2%
Q4 2021$6,032,000
+28.6%
54,734
+21.8%
1.57%
+5.7%
Q3 2021$4,692,000
+25.2%
44,947
+22.4%
1.48%
+9.6%
Q2 2021$3,748,000
+18.3%
36,727
+6.8%
1.35%
-1.9%
Q1 2021$3,169,000
+23.5%
34,387
+6.6%
1.38%
+17.5%
Q4 2020$2,567,000
+88.2%
32,271
+46.7%
1.17%
+26.5%
Q3 2020$1,364,000
+382.0%
22,000
+383.1%
0.93%
+1030.5%
Q3 2018$283,0004,5540.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders