Private Capital Group, 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
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$6,0000.0%830.0%0.00%0.0%
Q4 2021$6,000
-14.3%
830.0%0.00%
-50.0%
Q3 2021$7,000
-12.5%
830.0%0.00%0.0%
Q2 2021$8,0000.0%830.0%0.00%0.0%
Q1 2021$8,000
+14.3%
830.0%0.00%
+100.0%
Q4 2020$7,000
+16.7%
830.0%0.00%0.0%
Q3 2020$6,000
+20.0%
830.0%0.00%0.0%
Q2 2020$5,0000.0%830.0%0.00%0.0%
Q1 2020$5,0000.0%830.0%0.00%0.0%
Q4 2019$5,0000.0%830.0%0.00%0.0%
Q3 2019$5,0000.0%830.0%0.00%0.0%
Q2 2019$5,0000.0%830.0%0.00%0.0%
Q1 2019$5,0000.0%830.0%0.00%0.0%
Q4 2018$5,0000.0%830.0%0.00%0.0%
Q3 2018$5,0000.0%830.0%0.00%0.0%
Q2 2018$5,000
-16.7%
830.0%0.00%0.0%
Q1 2018$6,000
+20.0%
830.0%0.00%0.0%
Q4 2017$5,000830.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,065,199$81,552,00018.83%
Upper Left Wealth Management, LLC 45,858$3,550,0003.54%
Titus Wealth Management 50,336$3,854,0001.74%
Twelve Points Wealth Management LLC 18,282$1,400,0001.13%
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 80,048$6,128,4751.09%
SFI Advisors, LLC 13,988$1,126,0000.99%
Activest Wealth Management 18,676$1,430,0000.88%
Armor Investment Advisors, LLC 15,708$1,203,0000.68%
OLD MISSION CAPITAL LLC 182,030$13,936,0000.58%
MV CAPITAL MANAGEMENT, INC. 49,722$3,807,0000.55%
View complete list of ISHARES TR shareholders