ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 108 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55 | -8.3% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $60 | -3.2% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $62 | +8.8% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $57 | – | 1 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q2 2022 | $24,000 | -7.7% | 386 | 0.0% | 0.00% | – |
| Q1 2022 | $26,000 | -13.3% | 386 | 0.0% | 0.00% | – |
| Q4 2021 | $30,000 | +2900.0% | 386 | +3116.7% | 0.00% | – |
| Q4 2020 | $1,000 | – | 12 | – | 0.00% | – |
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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% |