Aveo Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Aveo Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$626,516
-4.6%
10,7500.0%0.08%
-1.2%
Q2 2023$657,046
+3.0%
10,750
+1.9%
0.08%
-2.4%
Q1 2023$637,769
+60.3%
10,547
+48.4%
0.08%
+41.7%
Q4 2022$397,787
+16.3%
7,106
+0.4%
0.06%
+1.7%
Q3 2022$342,000
-10.0%
7,075
+0.1%
0.06%
-4.8%
Q2 2022$380,000
-38.8%
7,067
-27.6%
0.06%
-43.1%
Q1 2022$621,000
-5.8%
9,758
+0.1%
0.11%
-7.6%
Q4 2021$659,000
+5.3%
9,748
+4.0%
0.12%
-9.9%
Q3 2021$626,000
-0.9%
9,3720.0%0.13%
-6.4%
Q2 2021$632,000
+5.5%
9,372
+1.0%
0.14%
-7.3%
Q1 2021$599,000
+22.0%
9,275
+1.9%
0.15%
-14.7%
Q3 2020$491,000
+18.9%
9,101
-2.4%
0.18%
-11.9%
Q1 2020$413,000
-23.8%
9,322
+0.1%
0.20%
-6.1%
Q4 2019$542,000
+3.6%
9,311
+1.7%
0.21%
-0.9%
Q3 2019$523,000
+1.0%
9,152
-2.6%
0.22%
-4.0%
Q2 2019$518,000
+4.6%
9,394
+2.7%
0.22%
-1.7%
Q1 2019$495,000
+28.2%
9,146
+15.8%
0.23%
+18.7%
Q4 2018$386,0007,8960.19%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders