SFI Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
SFI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,508,074
-0.7%
49,523
-1.0%
4.40%
+2.2%
Q2 2023$4,540,672
-2.6%
50,035
-1.7%
4.31%
-7.9%
Q1 2023$4,663,280
-10.0%
50,887
-5.6%
4.68%
-16.8%
Q4 2022$5,179,384
+9.0%
53,879
-3.2%
5.62%
+1.9%
Q3 2022$4,751,000
+2.3%
55,644
+0.6%
5.52%
+7.2%
Q2 2022$4,646,000
-16.0%
55,330
-0.1%
5.15%
+52.8%
Q1 2022$5,531,000
-11.5%
55,383
+0.2%
3.37%
-38.9%
Q4 2021$6,247,00055,2715.52%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 49,523$4,508,0744.40%
COTTONWOOD CAPITAL ADVISORS, LLC 29,646$2,698,6822.52%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 28,209$2,614,8882.26%
Cavalier Investments, LLC 61,986$5,642,5862.21%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,713,1271.64%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$21,318,0711.57%
Gradient Investments LLC 327,762$29,836,1320.79%
MEITAV INVESTMENT HOUSE LTD 468,948$43,378,9310.70%
McGuire Investment Group, LLC 34,527$3,142,9930.61%
Great Diamond Partners, LLC 16,121$1,467,4950.40%
View complete list of ISHARES TR shareholders