Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$376,060
-50.0%
5,923
-47.8%
0.01%
-50.0%
Q2 2023$752,421
-7.0%
11,342
-10.9%
0.02%
-9.1%
Q1 2023$809,397
-57.2%
12,728
-59.8%
0.02%
-62.1%
Q4 2022$1,889,671
+155.0%
31,626
+136.6%
0.06%
+123.1%
Q3 2022$741,000
+751.7%
13,365
+986.6%
0.03%
+766.7%
Q2 2021$87,000
-9.4%
1,230
-17.8%
0.00%
-25.0%
Q4 2020$96,000
+14.3%
1,497
+4.0%
0.00%0.0%
Q3 2020$84,000
+47.4%
1,440
+20.8%
0.00%0.0%
Q1 2020$57,000
-45.7%
1,192
-34.1%
0.00%
-33.3%
Q4 2019$105,000
+25.0%
1,809
+18.5%
0.01%
+20.0%
Q3 2019$84,0000.0%1,5260.0%0.01%0.0%
Q2 2019$84,000
+29.2%
1,526
+25.7%
0.01%0.0%
Q1 2019$65,000
+225.0%
1,214
+189.0%
0.01%
+150.0%
Q4 2018$20,000
+25.0%
420
+43.3%
0.00%
+100.0%
Q3 2018$16,000
+14.3%
293
+14.0%
0.00%0.0%
Q2 2018$14,000
+7.7%
257
+8.0%
0.00%0.0%
Q1 2018$13,000
+333.3%
238
+271.9%
0.00%
Q4 2017$3,0000.0%64
+33.3%
0.00%
Q3 2017$3,000
+50.0%
48
+29.7%
0.00%
Q2 2017$2,000
+100.0%
37
+184.6%
0.00%
Q1 2017$1,000
-88.9%
13
-93.7%
0.00%
-100.0%
Q1 2016$9,000
+350.0%
205
+279.6%
0.00%
+100.0%
Q4 2013$2,000540.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders