AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 84 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 94.50 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 Q2 2023
NameSharesValueWeighting ↓
Baker Avenue Asset Management, LP 119,079$6,807,0000.77%
Merriman Wealth Management, LLC 48,129$2,751,0000.65%
SANDLER CAPITAL MANAGEMENT 76,766$4,388,0000.55%
BAROMETER CAPITAL MANAGEMENT INC. 96,100$5,493,0000.53%
Main Management LLC 34,600$1,978,0000.29%
Snowden Capital Advisors LLC 22,893$1,308,5860.21%
BECK CAPITAL MANAGEMENT, LLC 7,123$407,0000.19%
Alpine Global Management, LLC 10,300$589,0000.17%
Timber Hill LLC 15,725$899,0000.08%
COOKSON PEIRCE & CO INC 13,020$744,0000.08%
View complete list of ISHARES TR shareholders