Accurate Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 77 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.78 and the average weighting 0.2%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$50680.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 582,653$27,192,0000.67%
Telos Capital Management, Inc. 19,556$913,0000.57%
EXENCIAL WEALTH ADVISORS, LLC 18,015$841,0000.37%
Texas Yale Capital Corp. 90,590$4,228,0000.22%
ASSETMARK, INC 108,046$5,043,0000.12%
SHAPIRO ROBERT N 12,723$594,0000.11%
West Oak Capital, LLC 2,685$125,309,0000.09%
Aureus Asset Management, LLC 6,637$310,0000.08%
1st Global Advisors, Inc. 10,419$486,0000.08%
Cerity Partners OCIO LLC 9,411$439,0000.06%
View complete list of ISHARES TR shareholders