Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 44 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$358,453
-4.9%
6,447
-1.8%
0.05%
-2.1%
Q2 2023$377,028
-6.4%
6,565
-7.8%
0.05%
-11.1%
Q1 2023$402,892
-12.4%
7,122
-16.9%
0.05%
-21.7%
Q4 2022$459,791
+16.4%
8,567
+4.0%
0.07%
+1.5%
Q3 2022$395,000
-22.4%
8,235
-15.9%
0.07%
-18.1%
Q2 2022$509,000
-19.5%
9,794
-5.7%
0.08%
-25.2%
Q1 2022$632,000
-1.9%
10,384
+3.0%
0.11%
-4.3%
Q4 2021$644,000
+17.9%
10,078
+23.7%
0.12%
+1.8%
Q3 2021$546,000
+0.6%
8,149
-0.4%
0.11%
-5.0%
Q2 2021$543,000
-0.7%
8,181
-0.4%
0.12%
-13.0%
Q1 2021$547,000
+14.0%
8,216
-3.6%
0.14%
-20.2%
Q3 2020$480,000
+17.1%
8,527
-3.5%
0.17%
-13.1%
Q1 2020$410,000
-20.7%
8,835
-0.3%
0.20%
-2.9%
Q4 2019$517,000
-15.4%
8,858
-14.5%
0.20%
-19.0%
Q3 2019$611,0000.0%10,355
-4.4%
0.25%
-4.5%
Q2 2019$611,000
+1.0%
10,827
-0.5%
0.26%
-5.4%
Q1 2019$605,000
+9.8%
10,882
-0.0%
0.28%
+1.8%
Q4 2018$551,000
-3.7%
10,883
+4.9%
0.28%
+7.4%
Q3 2018$572,000
+29.4%
10,374
+35.2%
0.26%
+31.3%
Q2 2018$442,000
+1.4%
7,672
+5.4%
0.20%
+7.1%
Q1 2018$436,000
+23.2%
7,282
+22.8%
0.18%
+54.2%
Q4 2017$354,000
+17.6%
5,929
+11.3%
0.12%
+13.5%
Q3 2017$301,000
+1.7%
5,328
-2.7%
0.10%0.0%
Q2 2017$296,000
+4.6%
5,474
+2.0%
0.10%0.0%
Q1 2017$283,000
+39.4%
5,369
+28.8%
0.10%
+79.3%
Q4 2016$203,0004,1690.06%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
SUNTRUST BANKS INC 3,646,052$164,034,0001.11%
Alexandria Capital, LLC 96,621$4,347,0001.06%
ASSETMARK, INC 2,012,260$90,532,0000.94%
IFC Holdings Incorporated/FL 38,478$1,747,0000.27%
NATIONAL PLANNING CORP 50,315$2,436,0000.22%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 167,406$7,532,0000.18%
ENVESTNET ASSET MANAGEMENT INC 695,202$31,277,0000.16%
JANE STREET GROUP, LLC 389,320$17,516,0000.11%
INVESTMENT CENTERS OF AMERICA INC 14,940$668,0000.10%
First Allied Advisory Services, Inc. 31,350$1,397,0000.08%
View complete list of ISHARES TR shareholders