Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 63 filers reported holding ISHARES TR in Q4 2021. 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
Q3 2023$924,844
-5.3%
19,6430.0%0.12%
-1.6%
Q2 2023$976,666
+4.9%
19,643
+0.0%
0.12%0.0%
Q1 2023$930,665
+3.4%
19,634
-0.5%
0.12%
-8.1%
Q4 2022$899,639
+6.8%
19,729
+0.1%
0.14%
-6.9%
Q3 2022$842,000
-3.6%
19,714
-0.0%
0.14%
+1.4%
Q2 2022$873,000
-24.7%
19,723
-9.0%
0.14%
-29.9%
Q1 2022$1,160,000
-7.4%
21,675
-1.0%
0.20%
-9.3%
Q4 2021$1,253,000
-2.0%
21,898
-3.9%
0.22%
-15.7%
Q3 2021$1,278,000
-6.5%
22,778
-2.3%
0.27%
-11.6%
Q2 2021$1,367,000
+3.6%
23,311
+298.5%
0.30%
-9.0%
Q1 2021$1,319,000
+35.4%
5,849
-5.9%
0.33%
-5.4%
Q3 2020$974,000
+16.8%
6,214
-6.6%
0.35%
-13.3%
Q1 2020$834,000
-35.2%
6,653
-2.4%
0.40%
-20.4%
Q4 2019$1,287,000
+2.4%
6,8160.0%0.51%
-2.1%
Q3 2019$1,257,000
-8.1%
6,816
-11.4%
0.52%
-12.5%
Q2 2019$1,368,000
-3.1%
7,695
-7.7%
0.59%
-8.9%
Q1 2019$1,412,000
+79.2%
8,340
+56.5%
0.65%
+65.9%
Q4 2018$788,000
+1.8%
5,328
+14.1%
0.39%
+13.6%
Q3 2018$774,000
+53.9%
4,668
+65.9%
0.35%
+55.9%
Q2 2018$503,000
+4.6%
2,814
-1.2%
0.22%
+10.4%
Q1 2018$481,000
-3.0%
2,8480.0%0.20%
+21.8%
Q4 2017$496,000
+20.1%
2,848
+14.9%
0.16%
+15.4%
Q3 2017$413,0000.0%2,479
-2.9%
0.14%
-2.1%
Q2 2017$413,000
+28.7%
2,554
+26.9%
0.15%
+23.7%
Q1 2017$321,000
-65.1%
2,013
-65.8%
0.12%
-55.0%
Q4 2016$920,0005,8890.26%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders