Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,366,083
+1498.8%
53,017
+1570.9%
0.13%
+1475.0%
Q2 2023$210,535
-35.8%
3,173
-48.3%
0.01%
-66.7%
Q1 2018$328,000
+23.8%
6,133
+24.8%
0.02%
+20.0%
Q4 2017$265,000
-22.3%
4,913
-22.8%
0.02%
-28.6%
Q3 2017$341,0006,3610.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 84,131$5,800,0004.16%
Sweet Financial Partners, LLC 173,692$11,974,0003.21%
Fort Henry Capital, LLC 49,861$3,437,0002.97%
NORTHWEST WEALTH MANAGEMENT, LLC 87,063$6,002,0002.94%
Archvest Wealth Advisors, Inc. 30,980$2,136,0001.93%
Syverson Strege & Co 21,589$1,488,0001.62%
Weaver Consulting Group 40,258$2,775,0001.35%
PATTON ALBERTSON MILLER GROUP, LLC 112,235$7,737,0001.33%
Legacy Financial Group LLC 46,513$3,207,0000.94%
LBMC INVESTMENT ADVISORS, LLC 149,030$10,274,0000.91%
View complete list of ISHARES TR shareholders