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 | $60,274 | -60.1% | 1,087 | -57.1% | 0.00% | – |
| Q2 2023 | $151,061 | -3.7% | 2,535 | 0.0% | 0.00% | – |
| Q1 2023 | $156,891 | +9.1% | 2,535 | 0.0% | 0.00% | – |
| Q4 2022 | $143,836 | +13.3% | 2,535 | 0.0% | 0.00% | – |
| Q3 2022 | $127,000 | -20.1% | 2,535 | 0.0% | 0.00% | – |
| Q2 2022 | $159,000 | -8.6% | 2,535 | 0.0% | 0.00% | – |
| Q1 2022 | $174,000 | -10.3% | 2,535 | 0.0% | 0.00% | – |
| Q4 2021 | $194,000 | -2.0% | 2,535 | 0.0% | 0.00% | – |
| Q3 2021 | $198,000 | -14.7% | 2,535 | 0.0% | 0.00% | – |
| Q2 2021 | $232,000 | -0.9% | 2,535 | 0.0% | 0.00% | – |
| Q1 2021 | $234,000 | +5.9% | 2,535 | 0.0% | 0.00% | – |
| Q4 2020 | $221,000 | +21.4% | 2,535 | 0.0% | 0.00% | – |
| Q3 2020 | $182,000 | +10.3% | 2,535 | 0.0% | 0.00% | – |
| Q2 2020 | $165,000 | +10.0% | 2,535 | -5.6% | 0.00% | – |
| Q1 2020 | $150,000 | -10.2% | 2,686 | +6.0% | 0.00% | – |
| Q4 2019 | $167,000 | +12.1% | 2,535 | 0.0% | 0.00% | – |
| Q3 2019 | $149,000 | -3.9% | 2,535 | 0.0% | 0.00% | – |
| Q2 2019 | $155,000 | 0.0% | 2,535 | 0.0% | 0.00% | – |
| Q1 2019 | $155,000 | +10.7% | 2,535 | 0.0% | 0.00% | – |
| Q4 2018 | $140,000 | -56.1% | 2,535 | -50.3% | 0.00% | – |
| Q3 2018 | $319,000 | -0.3% | 5,096 | 0.0% | 0.00% | – |
| Q2 2018 | $320,000 | +10566.7% | 5,096 | +7180.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | -70.0% | 70 | -62.6% | 0.00% | – |
| Q2 2015 | $10,000 | +233.3% | 187 | +167.1% | 0.00% | – |
| Q1 2015 | $3,000 | -82.4% | 70 | -80.6% | 0.00% | – |
| Q4 2014 | $17,000 | 0.0% | 361 | 0.0% | 0.00% | – |
| Q3 2014 | $17,000 | -10.5% | 361 | -9.8% | 0.00% | – |
| Q3 2013 | $19,000 | – | 400 | – | 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% |