Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$279,000
-10.3%
4,0660.0%0.08%
-10.6%
Q4 2021$311,000
-2.2%
4,0660.0%0.08%
-10.5%
Q3 2021$318,000
-14.3%
4,066
+0.4%
0.10%
-5.9%
Q2 2021$371,000
-0.5%
4,0490.0%0.10%
+29.5%
Q1 2021$373,000
+5.7%
4,0490.0%0.08%
-1.3%
Q4 2020$353,000
-20.1%
4,049
-34.3%
0.08%
-30.1%
Q3 2020$442,000
+10.5%
6,1590.0%0.11%
+18.9%
Q2 2020$400,000
+9.9%
6,159
-5.8%
0.10%
-11.2%
Q1 2020$364,000
-12.1%
6,536
+4.3%
0.11%
+2.9%
Q4 2019$414,000
+29.0%
6,266
+14.4%
0.10%
+18.2%
Q3 2019$321,0005,4770.09%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Titus Wealth Management 39,543$2,483,0002.65%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 11,116$698,0000.82%
Armor Investment Advisors, LLC 5,010$315,0000.28%
Institute for Wealth Management, LLC. 12,935$809,0000.26%
Private Advisory Group LLC 7,031$441,0000.22%
HOWE & RUSLING INC 16,400$1,030,0000.19%
Texas Yale Capital Corp. 28,167$1,769,0000.15%
Moloney Securities Asset Management, LLC 5,175$325,0000.12%
STEPHENS INC /AR/ 46,986$2,950,0000.09%
Harvest Fund Management Co., Ltd 8,710$547,0000.09%
View complete list of ISHARES TR shareholders