Twelve Points Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 71 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 1.28 and the average weighting 0.1%.

Quarter-by-quarter ownership
Twelve Points Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$808,669
-7.2%
14,584
-0.3%
0.40%
-13.1%
Q2 2023$871,251
-5.1%
14,621
-1.4%
0.46%
-12.0%
Q1 2023$917,953
+7.9%
14,832
-1.0%
0.53%
-9.0%
Q4 2022$850,419
+12.8%
14,988
-0.8%
0.58%
-1.0%
Q3 2022$754,000
-22.9%
15,108
-3.1%
0.58%
-22.3%
Q2 2022$978,000
-8.4%
15,586
+0.2%
0.75%
-5.6%
Q1 2022$1,068,000
-23.7%
15,558
-14.9%
0.80%
-29.6%
Q4 2021$1,400,00018,2821.13%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Titus Wealth Management 42,262$2,885,000,0002.78%
Merriman Wealth Management, LLC 24,476$1,671,0000.44%
Armor Investment Advisors, LLC 4,560$311,0000.28%
Institute for Wealth Management, LLC. 13,683$923,0000.27%
BAROMETER CAPITAL MANAGEMENT INC. 39,135$2,672,0000.23%
HOWE & RUSLING INC 16,050$1,096,0000.20%
Harvest Fund Management Co., Ltd 17,910$1,222,0000.20%
Texas Yale Capital Corp. 31,541$2,153,0000.18%
IFP Advisors, Inc 36,021$2,379,0000.11%
CALTON & ASSOCIATES, INC. 4,970$339,0000.10%
View complete list of ISHARES TR shareholders