Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$211,000
-5.4%
3,060
+0.3%
0.02%
-6.2%
Q3 2021$223,000
-48.4%
3,052
-50.0%
0.02%0.0%
Q2 2021$432,000
+103.8%
6,100
+100.3%
0.02%
-5.9%
Q1 2021$212,0003,0450.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders