DT Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 274 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
DT Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,366
+1.8%
450.0%0.00%
Q1 2024$3,306
+5.4%
450.0%0.00%
Q4 2023$3,137
+9.8%
450.0%0.00%
Q3 2023$2,858
-5.7%
450.0%0.00%
Q2 2023$3,030450.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 182,968$9,789,0004.22%
Legacy Financial Strategies, LLC 53,416$2,858,0002.79%
MARINO, STRAM & ASSOCIATES LLC 51,334$2,746,0002.54%
Madrona Financial Services, LLC 56,503$3,023,0002.41%
PATTON ALBERTSON MILLER GROUP, LLC 71,701$3,836,0001.72%
NORTHWEST WEALTH MANAGEMENT, LLC 31,245$1,671,0001.24%
Shakespeare Wealth Management, LLC 25,900$1,386,0001.20%
Archford Capital Strategies, LLC 49,031$2,743,0001.14%
LBMC INVESTMENT ADVISORS, LLC 120,839$6,465,0001.12%
Canal Capital Management, LLC 26,251$1,404,0000.81%
View complete list of ISHARES TR shareholders