RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 75 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
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 Q1 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 25,757$1,473,0000.41%
Institute for Wealth Management, LLC. 17,493$1,000,0000.28%
Independence Trust CO 3,593$205,0000.24%
BAROMETER CAPITAL MANAGEMENT INC. 36,800$2,104,0000.21%
OLD MISSION CAPITAL LLC 68,572$3,601,0000.21%
Almanack Investment Partners, LLC. 5,524$316,0000.18%
Texas Yale Capital Corp. 32,074$1,834,0000.16%
HOWE & RUSLING INC 10,025$573,0000.12%
West Oak Capital, LLC 2,765$158,075,0000.10%
1st Global Advisors, Inc. 11,656$666,0000.08%
View complete list of ISHARES TR shareholders