ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 96 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 6.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,664 | -6.9% | 30 | 0.0% | 0.00% | – |
| Q2 2023 | $1,788 | -3.7% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $1,857 | +9.1% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $1,702 | +70.2% | 30 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | -50.0% | 30 | -25.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 1,065,199 | $81,552,000 | 18.83% |
| Upper Left Wealth Management, LLC | 45,858 | $3,550,000 | 3.54% |
| Titus Wealth Management | 50,336 | $3,854,000 | 1.74% |
| Twelve Points Wealth Management LLC | 18,282 | $1,400,000 | 1.13% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 80,048 | $6,128,475 | 1.09% |
| SFI Advisors, LLC | 13,988 | $1,126,000 | 0.99% |
| Activest Wealth Management | 18,676 | $1,430,000 | 0.88% |
| Armor Investment Advisors, LLC | 15,708 | $1,203,000 | 0.68% |
| OLD MISSION CAPITAL LLC | 182,030 | $13,936,000 | 0.58% |
| MV CAPITAL MANAGEMENT, INC. | 49,722 | $3,807,000 | 0.55% |