ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $590,070 | +16.4% | 10,400 | +2.3% | 0.27% | -25.9% |
| Q3 2022 | $507,000 | -18.4% | 10,163 | +2.7% | 0.37% | -13.4% |
| Q2 2022 | $621,000 | -4.6% | 9,896 | +4.4% | 0.42% | +12.2% |
| Q1 2022 | $651,000 | -10.5% | 9,482 | -0.2% | 0.38% | -6.7% |
| Q4 2021 | $727,000 | +2.3% | 9,501 | +4.5% | 0.40% | -6.9% |
| Q3 2021 | $711,000 | +30.5% | 9,092 | +52.8% | 0.44% | +29.5% |
| Q2 2021 | $545,000 | -0.7% | 5,952 | -0.0% | 0.34% | -4.3% |
| Q1 2021 | $549,000 | -15.8% | 5,954 | -20.4% | 0.35% | -24.5% |
| Q4 2020 | $652,000 | +22.3% | 7,481 | +0.8% | 0.46% | +11.5% |
| Q3 2020 | $533,000 | +10.4% | 7,422 | -0.3% | 0.42% | +7.2% |
| Q2 2020 | $483,000 | -0.8% | 7,442 | -14.9% | 0.39% | -13.6% |
| Q1 2020 | $487,000 | -15.9% | 8,750 | -0.2% | 0.45% | +1.1% |
| Q4 2019 | $579,000 | – | 8,771 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 1,175,977 | $102,510,000 | 33.15% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 54,931 | $4,788,000 | 4.64% |
| WNY Asset Management, LLC | 90,225 | $7,853,000 | 3.97% |
| FURE FINANCIAL CORP | 42,453 | $3,701,000 | 2.63% |
| Titus Wealth Management | 46,992 | $4,096,000 | 2.52% |
| Almanack Investment Partners, LLC. | 250,256 | $21,815,000 | 2.49% |
| Empowered Funds, LLC | 140,020 | $12,206,000 | 2.34% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 78,928 | $6,880,154 | 1.57% |
| Clear Creek Financial Management, LLC | 67,707 | $5,901,000 | 1.14% |
| Beaumont Capital Management, LLC | 7,177 | $626,000 | 0.63% |