Patriot Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 82 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Patriot Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$1,386,000
-17.4%
28,547
-7.1%
0.20%
-4.2%
Q3 2018$1,678,000
+3.6%
30,717
+1.3%
0.21%
-4.5%
Q2 2018$1,620,000
-3.2%
30,328
-3.0%
0.22%
-6.7%
Q1 2018$1,673,000
+0.9%
31,271
+1.6%
0.24%
+1.3%
Q4 2017$1,658,000
+3.2%
30,767
+2.6%
0.24%
-9.6%
Q3 2017$1,606,000
+7.3%
29,976
+3.7%
0.26%
+3.6%
Q2 2017$1,497,000
+6.9%
28,913
+3.1%
0.25%
+12.1%
Q1 2017$1,401,000
+1.0%
28,056
-4.5%
0.22%
-14.5%
Q4 2016$1,387,000
+0.9%
29,378
+1.5%
0.26%
-1.1%
Q3 2016$1,374,000
+15.6%
28,945
+11.6%
0.26%
+12.8%
Q2 2016$1,189,000
+4.4%
25,929
+3.1%
0.24%
+2.2%
Q1 2016$1,139,000
-22.3%
25,138
-23.1%
0.23%
-24.3%
Q4 2015$1,466,000
+6.3%
32,685
+3.4%
0.30%
-4.7%
Q3 2015$1,379,000
-1.9%
31,605
+6.7%
0.32%
+1.9%
Q2 2015$1,405,000
+5.1%
29,613
+5.2%
0.31%
+5.4%
Q1 2015$1,337,000
+13.5%
28,152
+10.6%
0.30%
+7.6%
Q4 2014$1,178,000
+2.0%
25,453
+0.4%
0.28%
-3.2%
Q3 2014$1,155,000
+1.6%
25,345
+5.2%
0.28%
-1.0%
Q2 2014$1,137,000
+11.6%
24,085
+7.2%
0.29%
+5.9%
Q1 2014$1,019,000
+14.8%
22,458
+12.8%
0.27%
+11.0%
Q4 2013$888,000
+26.1%
19,917
+18.8%
0.24%
+17.8%
Q3 2013$704,000
+7.0%
16,762
+1.8%
0.21%0.0%
Q2 2013$658,00016,4580.21%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders