HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 106 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders