HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 57 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
-12.2%
2,086
-3.2%
0.03%
-8.1%
Q4 2021$237,000
-4.4%
2,155
-9.2%
0.04%
-9.8%
Q3 2021$248,000
+0.4%
2,373
-2.0%
0.04%
-4.7%
Q2 2021$247,000
+14.4%
2,422
+3.3%
0.04%0.0%
Q1 2021$216,000
-6.1%
2,344
-18.9%
0.04%
-10.4%
Q4 2020$230,000
+31.4%
2,889
+2.7%
0.05%
+20.0%
Q3 2020$175,000
+3.6%
2,814
-0.2%
0.04%0.0%
Q2 2020$169,000
+14.2%
2,820
-2.3%
0.04%
-4.8%
Q1 2020$148,000
-25.3%
2,8850.0%0.04%
-12.5%
Q4 2019$198,0002,8850.05%
Other shareholders
ISHARES TR shareholders Q4 2020
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