M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 38 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,099
+1.4%
31,461
-2.3%
0.11%0.0%
Q4 2022$1,084
-99.9%
32,216
-3.4%
0.11%
-5.0%
Q3 2022$1,088,000
-8.3%
33,355
-2.9%
0.12%0.0%
Q2 2022$1,187,000
-9.4%
34,350
-1.2%
0.12%
+21.2%
Q1 2022$1,310,000
-3.7%
34,766
+1.7%
0.10%
-25.6%
Q2 2021$1,360,000
+2.0%
34,169
-0.9%
0.13%
+9.9%
Q1 2021$1,333,000
-8.6%
34,496
-8.3%
0.12%
-34.9%
Q4 2020$1,458,000
+2.2%
37,619
-1.9%
0.19%
-18.1%
Q3 2020$1,426,000
-13.9%
38,362
-15.7%
0.23%
-23.3%
Q2 2020$1,656,000
+2.5%
45,493
-4.9%
0.30%
+23.8%
Q1 2020$1,616,000
-19.2%
47,828
-13.4%
0.24%
-59.1%
Q4 2019$2,001,000
-6.5%
55,213
-7.9%
0.58%
-10.8%
Q3 2019$2,139,000
+1.6%
59,976
+0.8%
0.66%
-7.9%
Q2 2019$2,106,000
+11.1%
59,515
+8.4%
0.71%
+62.2%
Q1 2019$1,896,000
+5.2%
54,914
-0.3%
0.44%
-21.5%
Q4 2018$1,802,000
-6.3%
55,060
-2.2%
0.56%
+10.9%
Q3 2018$1,924,000
+1.0%
56,282
+0.4%
0.50%
-3.8%
Q2 2018$1,905,000
+3.0%
56,034
+3.8%
0.52%
-7.3%
Q1 2018$1,849,000
-31.3%
53,965
-47.9%
0.56%
+39.5%
Q4 2017$2,693,000
+52.0%
103,656
+101.7%
0.40%
-27.5%
Q3 2017$1,772,000
+2.5%
51,380
+1.0%
0.56%
-5.3%
Q2 2017$1,728,000
+65.5%
50,850
+62.4%
0.59%
+46.8%
Q1 2017$1,044,000
+4.0%
31,317
+1.5%
0.40%
+15.5%
Q4 2016$1,004,000
-2.8%
30,856
-0.3%
0.35%
-26.1%
Q3 2016$1,033,000
+3.4%
30,956
+1.6%
0.47%
-7.8%
Q2 2016$999,000
+0.7%
30,456
-0.9%
0.51%
-15.8%
Q1 2016$992,000
+15.3%
30,718
+13.1%
0.61%
+5.6%
Q4 2015$860,000
+2050.0%
27,168
+2085.7%
0.58%
+2513.6%
Q3 2014$40,0001,2430.02%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders