ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 217 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$518,471
-9.8%
8,166
-5.8%
0.00%
Q2 2023$574,844
-28.8%
8,665
-31.8%
0.00%
Q1 2023$807,637
-64.7%
12,701
-66.8%
0.00%
-100.0%
Q4 2022$2,285,741
+60.6%
38,255
+49.1%
0.00%0.0%
Q3 2022$1,423,000
-18.7%
25,664
-12.2%
0.00%0.0%
Q2 2022$1,750,000
-9.9%
29,228
+3.7%
0.00%0.0%
Q1 2022$1,943,000
-27.4%
28,186
-23.3%
0.00%0.0%
Q4 2021$2,677,000
+348.4%
36,758
+330.0%
0.00%
Q3 2021$597,000
+0.8%
8,549
+2.0%
0.00%
Q2 2021$592,000
+7.1%
8,381
+1.5%
0.00%
Q1 2021$553,000
+130.4%
8,260
+121.0%
0.00%
Q4 2020$240,000
+7.6%
3,738
-2.7%
0.00%
Q3 2020$223,000
-10.1%
3,842
-14.8%
0.00%
Q2 2020$248,000
+17.5%
4,511
+1.6%
0.00%
Q1 2020$211,000
-73.8%
4,440
-68.1%
0.00%
-100.0%
Q4 2019$806,000
+115.5%
13,902
+104.3%
0.00%
Q3 2019$374,000
+5.4%
6,804
+5.6%
0.00%
Q2 2019$355,000
-35.5%
6,444
-37.3%
0.00%
-100.0%
Q1 2019$550,000
+21.1%
10,274
+9.8%
0.00%0.0%
Q4 2018$454,000
+27.2%
9,360
+40.1%
0.00%0.0%
Q2 2018$357,000
+4.1%
6,683
+3.8%
0.00%0.0%
Q1 2018$343,000
+14.7%
6,439
+16.2%
0.00%0.0%
Q4 2017$299,000
+24.6%
5,542
+23.8%
0.00%0.0%
Q3 2017$240,000
+4.3%
4,475
+0.9%
0.00%0.0%
Q2 2017$230,000
+2.7%
4,436
-0.9%
0.00%0.0%
Q1 2017$224,000
-9.7%
4,478
-14.8%
0.00%0.0%
Q4 2016$248,000
+108.4%
5,255
+103.1%
0.00%
Q2 2016$119,000
+4.4%
2,587
+2.9%
0.00%
Q1 2016$114,000
-59.7%
2,514
-60.2%
0.00%
-100.0%
Q4 2015$283,000
+139.8%
6,311
+133.2%
0.00%0.0%
Q3 2015$118,000
+742.9%
2,706
+770.1%
0.00%
Q4 2014$14,000
+16.7%
311
+22.0%
0.00%
Q3 2014$12,000255
+25400.0%
0.00%
Q2 2013$010.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders