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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40 | -7.0% | 725 | 0.0% | 0.00% | – |
| Q2 2023 | $43 | -4.4% | 725 | 0.0% | 0.00% | – |
| Q1 2023 | $45 | +9.8% | 725 | 0.0% | 0.00% | – |
| Q4 2022 | $41 | -99.9% | 725 | 0.0% | 0.00% | – |
| Q3 2022 | $36,000 | -20.0% | 725 | 0.0% | 0.00% | – |
| Q2 2022 | $45,000 | -10.0% | 725 | 0.0% | 0.00% | – |
| Q1 2022 | $50,000 | -55.4% | 725 | -50.0% | 0.00% | – |
| Q4 2021 | $112,000 | -96.6% | 1,450 | -96.5% | 0.00% | -100.0% |
| Q3 2021 | $3,263,000 | +754.2% | 41,721 | +899.5% | 0.00% | – |
| Q2 2021 | $382,000 | +470.1% | 4,174 | +475.7% | 0.00% | – |
| Q1 2021 | $67,000 | +6.3% | 725 | 0.0% | 0.00% | – |
| Q4 2020 | $63,000 | +21.2% | 725 | 0.0% | 0.00% | – |
| Q3 2020 | $52,000 | +10.6% | 725 | 0.0% | 0.00% | – |
| Q2 2020 | $47,000 | +17.5% | 725 | 0.0% | 0.00% | – |
| Q1 2020 | $40,000 | – | 725 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 1,065,199 | $81,552,000 | 18.83% |
| Upper Left Wealth Management, LLC | 45,858 | $3,550,000 | 3.54% |
| Titus Wealth Management | 50,336 | $3,854,000 | 1.74% |
| Twelve Points Wealth Management LLC | 18,282 | $1,400,000 | 1.13% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 80,048 | $6,128,475 | 1.09% |
| SFI Advisors, LLC | 13,988 | $1,126,000 | 0.99% |
| Activest Wealth Management | 18,676 | $1,430,000 | 0.88% |
| Armor Investment Advisors, LLC | 15,708 | $1,203,000 | 0.68% |
| OLD MISSION CAPITAL LLC | 182,030 | $13,936,000 | 0.58% |
| MV CAPITAL MANAGEMENT, INC. | 49,722 | $3,807,000 | 0.55% |