Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,420,528
+42.6%
46,703
+15.9%
0.45%
+9.0%
Q3 2022$2,398,000
-30.7%
40,283
-25.4%
0.41%
-27.2%
Q2 2022$3,460,000
+555.3%
54,011
+678.5%
0.57%
+509.7%
Q1 2022$528,000
+150.2%
6,938
+56.7%
0.09%
-4.1%
Q1 2019$211,0004,4270.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Amplius Wealth Advisors, LLC 1,021,764$77,705,00011.95%
Flagship Private Wealth, LLC 75,224$5,721,0004.69%
MY Wealth Management Inc. 54,083$4,113,0003.81%
USAdvisors Wealth Management, LLC 72,807$5,537,0002.36%
Clear Perspectives Financial Planning, LLC 55,500$4,221,0001.60%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 32,307$2,457,0001.46%
Bluesphere Advisors, LLC 17,770$1,351,0001.14%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 40,730$3,098,0001.13%
180 WEALTH ADVISORS, LLC 59,680$4,451,0000.97%
FAGAN ASSOCIATES, INC. 52,460$3,990,0000.82%
View complete list of ISHARES TR shareholders