AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 113 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$13,962,503
+2.7%
152,363
+7.8%
3.28%
+1.8%
Q4 2022$13,591,060
-39.1%
141,382
-33.2%
3.22%
-30.0%
Q4 2021$22,312,000
+3.8%
211,591
+3.3%
4.60%
+8.9%
Q3 2021$21,505,000204,7474.23%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 55,271$6,247,0005.52%
Braun-Bostich & Associates Inc. 211,591$22,312,0005.32%
AFFINITY WEALTH MANAGEMENT LLC 211,591$22,312,0004.60%
Portfolio Strategies, Inc. 146,416$16,135,0003.01%
SPC Financial, Inc. 214,460$23,633,0002.64%
Cadent Capital Advisors, LLC 43,633$4,808,0002.12%
MinichMacGregor Wealth Management, LLC 56,456$6,221,0001.89%
L2 Asset Management, LLC 23,481$2,588,0001.81%
SOUTHERN CAPITAL ADVISORS, LLC 26,048$2,870,0001.77%
Empowered Funds, LLC 132,375$14,588,0001.64%
View complete list of ISHARES TR shareholders