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 ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders