Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 83 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$4,003,874
-3.6%
36,925
-5.9%
0.48%
-11.5%
Q3 2023$4,153,150
+616.8%
39,254
+624.6%
0.55%
+637.8%
Q2 2023$579,402
-85.2%
5,417
-85.0%
0.07%
-85.9%
Q1 2023$3,918,629
+547.7%
36,206
+536.9%
0.52%
+474.7%
Q4 2022$605,006
-13.6%
5,685
-13.5%
0.09%
-24.8%
Q3 2022$700,000
-6.8%
6,570
-3.8%
0.12%
-1.6%
Q2 2022$751,000
-11.3%
6,827
-9.5%
0.12%
-17.4%
Q1 2022$847,000
-7.3%
7,546
-3.3%
0.15%
-9.1%
Q4 2021$914,000
-2.8%
7,803
-1.6%
0.16%
-16.3%
Q3 2021$940,000
+84.3%
7,933
+84.3%
0.20%
+73.5%
Q2 2021$510,000
-55.4%
4,305
-55.7%
0.11%
-60.8%
Q1 2021$1,144,000
+455.3%
9,716
+462.6%
0.29%
-9.7%
Q4 2020$206,000
-69.7%
1,727
-69.2%
0.32%
+30.2%
Q3 2020$680,000
+225.4%
5,616
+225.2%
0.24%
-41.8%
Q2 2020$209,000
-93.3%
1,727
-93.4%
0.42%
-72.4%
Q1 2020$3,136,000
+862.0%
26,008
+824.2%
1.52%
+1029.6%
Q3 2019$326,000
-89.0%
2,814
-89.1%
0.14%
-89.5%
Q2 2019$2,958,000
+4.2%
25,744
+3.0%
1.28%
-2.1%
Q1 2019$2,839,000
+5.1%
24,994
+3.7%
1.31%
-2.7%
Q4 2018$2,702,000
+959.6%
24,100
+951.5%
1.35%
+1104.5%
Q2 2018$255,000
+20.3%
2,292
+21.3%
0.11%
+27.3%
Q1 2018$212,000
-14.9%
1,890
-14.3%
0.09%
+6.0%
Q4 2017$249,000
+3.8%
2,205
+3.9%
0.08%
-5.7%
Q1 2017$240,000
-27.7%
2,123
-27.9%
0.09%
-7.4%
Q4 2016$332,0002,9460.10%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
UBP Investment Advisors SA 24,575$2,719,0003.20%
WealthShield Partners, LLC 57,218$3,866,0002.36%
RKL Wealth Management LLC 40,722$4,546,0001.03%
RFG Advisory, LLC 26,101$2,908,0000.88%
AT Bancorp 21,689$2,416,0000.27%
Morningstar Investment Services LLC 119,702$13,337,0000.25%
ASSETMARK, INC 208,810$23,266,0000.23%
Weatherstone Capital Management 2,530$282,0000.22%
Lucia Wealth Services, LLC 4,588$511,0000.22%
JAMES INVESTMENT RESEARCH, INC. 44,798$4,991,0000.19%
View complete list of ISHARES TR shareholders