Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,023
-15.4%
507
-14.6%
0.01%
-12.5%
Q2 2023$20,121
-34.7%
594
-30.9%
0.01%
-46.7%
Q1 2023$30,794
-69.3%
860
-59.2%
0.02%
-67.4%
Q4 2022$100,395
-0.6%
2,107
-0.4%
0.05%
-9.8%
Q3 2022$101,000
-3.8%
2,116
-0.6%
0.05%
-3.8%
Q2 2022$105,000
-25.5%
2,129
-11.1%
0.05%
-15.9%
Q1 2022$141,000
+20.5%
2,394
+26.2%
0.06%
+34.0%
Q4 2021$117,000
+23.2%
1,897
+20.7%
0.05%
+6.8%
Q3 2021$95,000
+35.7%
1,572
+28.6%
0.04%
+37.5%
Q2 2021$70,000
-4.1%
1,222
+0.2%
0.03%
-11.1%
Q1 2021$73,0001,2200.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders