Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. 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 2020
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders