RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 76 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.70 and the average weighting 0.1%.

Quarter-by-quarter ownership
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$398,575
-6.9%
7,1880.0%0.19%
-4.1%
Q2 2023$428,333
-3.7%
7,1880.0%0.20%
-8.8%
Q1 2023$444,865
+9.1%
7,1880.0%0.22%
+4.4%
Q4 2022$407,8477,1880.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RiverFront Investment Group, LLC 456,360$22,808,0000.64%
Telos Capital Management, Inc. 18,703$935,0000.55%
EXENCIAL WEALTH ADVISORS, LLC 15,865$858,0000.36%
Independent Portfolio Consultants, Inc. 24,755$1,237,0000.25%
Texas Yale Capital Corp. 44,015$2,200,0000.18%
ASSETMARK, INC 144,724$7,233,0000.15%
West Oak Capital, LLC 2,685$134,196,0000.10%
1st Global Advisors, Inc. 10,419$521,0000.08%
ARGI Investment Services, LLC 9,227$461,0000.05%
BB&T SECURITIES, LLC 24,145$12,067,0000.03%
View complete list of ISHARES TR shareholders