Navis Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 57 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,575
+0.3%
2,5000.0%0.33%
+58.2%
Q2 2023$226,875
-1.0%
2,5000.0%0.21%
-17.1%
Q1 2023$229,100
-4.7%
2,5000.0%0.25%
-26.4%
Q4 2022$240,325
+12.8%
2,5000.0%0.34%
+3.6%
Q3 2022$213,000
+1.4%
2,5000.0%0.33%
+46.2%
Q2 2022$210,000
-16.0%
2,5000.0%0.22%
+1.4%
Q1 2022$250,000
-9.4%
2,5000.0%0.22%
-4.3%
Q4 2021$276,000
+5.7%
2,5000.0%0.23%
+27.5%
Q3 2021$261,000
+2.4%
2,5000.0%0.18%
-15.0%
Q2 2021$255,000
+10.9%
2,5000.0%0.21%
+20.2%
Q1 2021$230,000
-27.7%
2,500
-37.5%
0.18%
-38.0%
Q4 2020$318,0004,0000.29%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 96,883$6,339,0004.12%
MinichMacGregor Wealth Management, LLC 72,507$4,744,0003.70%
Milestone Advisory Partners 45,922$3,005,0002.25%
MEITAV INVESTMENT HOUSE LTD 362,070$23,690,0001.21%
Baker Avenue Asset Management, LP 127,644$8,352,0000.76%
Merriman Wealth Management, LLC 42,009$2,749,0000.72%
Arcus Capital Partners, LLC 17,740$1,161,0000.66%
BAROMETER CAPITAL MANAGEMENT INC. 110,200$7,210,0000.61%
Brookstone Capital Management 100,949$6,605,0000.60%
Main Management LLC 34,600$2,264,0000.31%
View complete list of ISHARES TR shareholders