Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 116 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$331,000
-73.7%
5,278
-71.3%
0.08%
-67.6%
Q1 2022$1,260,000
-40.6%
18,360
-33.7%
0.26%
-19.1%
Q4 2021$2,121,000
+6138.2%
27,700
+6341.9%
0.32%
+4471.4%
Q3 2021$34,000
-12.8%
4300.0%0.01%
-12.5%
Q2 2021$39,000
-2.5%
4300.0%0.01%
-11.1%
Q1 2021$40,000
+8.1%
4300.0%0.01%
+12.5%
Q4 2020$37,000
+19.4%
4300.0%0.01%0.0%
Q3 2020$31,0004300.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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