HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 70 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 180,057$6,950,0004.73%
PACIFIC FINANCIAL GROUP INC 169,769$6,553,0002.73%
Main Management LLC 220,563$8,514,0002.43%
Financial Management Professionals, Inc. 50,373$1,944,0001.34%
SPC Financial, Inc. 91,635$3,537,0001.08%
Noven Financial Group, Inc. 35,061$1,353,0001.04%
Clark Capital Management Group, Inc. 260,252$10,046,0000.86%
SUMIT CAPITAL, LLC 5,640$218,0000.83%
Somerset Group LLC 20,929$808,0000.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 22,113$854,0000.44%
View complete list of ISHARES TR shareholders