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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $233,229 | +8.6% | 3,768 | -0.4% | 0.00% | – |
| Q4 2022 | $214,786 | -19.3% | 3,785 | -29.0% | 0.00% | -100.0% |
| Q3 2022 | $266,000 | -41.9% | 5,333 | -26.9% | 0.00% | 0.0% |
| Q2 2022 | $458,000 | -5.0% | 7,295 | +3.9% | 0.00% | 0.0% |
| Q1 2022 | $482,000 | -9.1% | 7,019 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $530,000 | -16.1% | 6,923 | -14.3% | 0.00% | 0.0% |
| Q3 2021 | $632,000 | -66.1% | 8,079 | -60.3% | 0.00% | -66.7% |
| Q2 2021 | $1,867,000 | +6.4% | 20,373 | +7.0% | 0.00% | 0.0% |
| Q1 2021 | $1,755,000 | -2.9% | 19,040 | -8.1% | 0.00% | 0.0% |
| Q4 2020 | $1,807,000 | +26.6% | 20,724 | +4.3% | 0.00% | 0.0% |
| Q3 2020 | $1,427,000 | +18.5% | 19,876 | +7.2% | 0.00% | 0.0% |
| Q2 2020 | $1,204,000 | +16.4% | 18,544 | -0.1% | 0.00% | 0.0% |
| Q1 2020 | $1,034,000 | -43.3% | 18,554 | -32.8% | 0.00% | -25.0% |
| Q4 2019 | $1,823,000 | – | 27,619 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D'Orazio & Associates, Inc. | 1,175,977 | $102,510,000 | 33.15% |
| FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 54,931 | $4,788,000 | 4.64% |
| WNY Asset Management, LLC | 90,225 | $7,853,000 | 3.97% |
| FURE FINANCIAL CORP | 42,453 | $3,701,000 | 2.63% |
| Titus Wealth Management | 46,992 | $4,096,000 | 2.52% |
| Almanack Investment Partners, LLC. | 250,256 | $21,815,000 | 2.49% |
| Empowered Funds, LLC | 140,020 | $12,206,000 | 2.34% |
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 78,928 | $6,880,154 | 1.57% |
| Clear Creek Financial Management, LLC | 67,707 | $5,901,000 | 1.14% |
| Beaumont Capital Management, LLC | 7,177 | $626,000 | 0.63% |