ALTFEST L J & CO INC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,064
-43.4%
11,690
-43.6%
0.17%
-40.6%
Q2 2023$1,880
-99.1%
20,716
+1018.6%
0.28%
+625.6%
Q4 2021$204,000
-40.0%
1,852
-43.1%
0.04%
-45.1%
Q3 2021$340,000
-93.9%
3,254
-94.1%
0.07%
-94.1%
Q2 2021$5,584,000
+392.4%
54,707
+200.3%
1.20%
+264.8%
Q3 2018$1,134,000
-2.9%
18,219
+0.0%
0.33%
-24.1%
Q2 2018$1,168,000
+83.4%
18,214
+87.0%
0.44%
+58.2%
Q1 2018$637,000
+8.0%
9,739
+3.6%
0.28%
+22.8%
Q4 2017$590,0009,4020.22%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SFI Advisors, LLC 50,887$4,663,2804.68%
AFFINITY WEALTH MANAGEMENT LLC 152,363$13,962,5033.28%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,219$2,814,0812.77%
COTTONWOOD CAPITAL ADVISORS, LLC 32,450$2,973,7422.74%
MinichMacGregor Wealth Management, LLC 85,926$7,874,2592.61%
SPC Financial, Inc. 212,732$19,494,7602.22%
Cavalier Investments, LLC 55,911$5,123,6842.10%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 83,208$7,536,0651.72%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 229,976$20,828,6951.68%
Capital CS Group, LLC 15,647$1,433,9011.36%
View complete list of ISHARES TR shareholders