Annex Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,164,187
+6.5%
34,638
+3.4%
0.07%
-10.8%
Q3 2022$1,093,000
+0.6%
33,494
+6.5%
0.07%
-5.1%
Q2 2022$1,087,000
-9.0%
31,450
-0.8%
0.08%
-10.3%
Q1 2022$1,194,000
-9.1%
31,690
-3.5%
0.09%
-3.3%
Q4 2021$1,314,000
-0.6%
32,850
-1.9%
0.09%
-16.7%
Q3 2021$1,322,000
-2.9%
33,477
-2.1%
0.11%
-1.8%
Q2 2021$1,361,000
+3.1%
34,209
+0.1%
0.11%
-13.4%
Q1 2021$1,320,000
+7.4%
34,163
+7.8%
0.13%
+5.8%
Q4 2020$1,229,000
+7.2%
31,705
+2.8%
0.12%
-17.8%
Q3 2020$1,146,000
+0.4%
30,843
-1.6%
0.15%
-8.2%
Q2 2020$1,141,000
+16.9%
31,329
+8.4%
0.16%
+15.2%
Q1 2020$976,000
-28.6%
28,893
-23.3%
0.14%
-16.9%
Q4 2019$1,366,000
+0.1%
37,676
-1.4%
0.17%
-9.3%
Q3 2019$1,364,000
+1.7%
38,230
+0.9%
0.18%
-3.2%
Q2 2019$1,341,000
+4.5%
37,905
+2.0%
0.19%
-1.6%
Q1 2019$1,283,000
+20.2%
37,179
+14.0%
0.19%
+14.3%
Q4 2018$1,067,000
-0.6%
32,602
+3.9%
0.17%
+1.2%
Q3 2018$1,073,000
-4.1%
31,389
-4.6%
0.17%
-13.1%
Q2 2018$1,119,000
+4.4%
32,913
+5.2%
0.19%
-2.1%
Q1 2018$1,072,000
+12.4%
31,290
+13.6%
0.20%
+8.3%
Q4 2017$954,000
+6.5%
27,533
+6.0%
0.18%
-2.2%
Q3 2017$896,000
+5.2%
25,976
+3.6%
0.18%
-2.6%
Q2 2017$852,000
+19.3%
25,075
+17.1%
0.19%
+6.8%
Q1 2017$714,000
+5.2%
21,419
+2.6%
0.18%
+7.3%
Q4 2016$679,000
+27.9%
20,880
+31.4%
0.16%
+19.6%
Q3 2016$531,000
+14.2%
15,896
+12.2%
0.14%
+9.5%
Q2 2016$465,000
+29.5%
14,163
+27.3%
0.13%
+23.5%
Q1 2016$359,000
+0.3%
11,125
-1.7%
0.10%
-2.9%
Q4 2015$358,000
+20.9%
11,323
+20.2%
0.10%
+9.4%
Q3 2015$296,000
-3.0%
9,421
+0.2%
0.10%
-2.0%
Q2 2015$305,000
+36.8%
9,400
+39.5%
0.10%
+36.1%
Q1 2015$223,0006,7390.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders