Madrona Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Madrona Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$238,000
-5.9%
7,287
-0.6%
0.15%
-0.7%
Q2 2022$253,000
-70.0%
7,328
-67.8%
0.15%
-64.3%
Q1 2022$844,000
-87.2%
22,726
-86.2%
0.41%
-85.1%
Q4 2021$6,590,000
-0.1%
164,716
-1.4%
2.79%
-11.0%
Q3 2021$6,599,000
+0.8%
167,064
+1.6%
3.13%
-6.8%
Q2 2021$6,547,000
+1.7%
164,509
-1.2%
3.36%
+1.8%
Q1 2021$6,436,000
+8.0%
166,523
+8.3%
3.30%
-0.8%
Q4 2020$5,961,000
+1312.6%
153,820
+1253.6%
3.33%
+1155.8%
Q3 2020$422,000
+4.7%
11,364
+2.8%
0.26%
-5.0%
Q2 2020$403,000
+9.2%
11,057
+1.3%
0.28%
-8.8%
Q1 2020$369,000
-6.8%
10,912
-0.2%
0.31%
+6.2%
Q4 2019$396,000
+1.8%
10,935
+0.3%
0.29%
+0.7%
Q3 2019$389,000
+4.3%
10,907
+3.5%
0.29%
-17.3%
Q2 2019$373,000
-46.5%
10,541
-47.8%
0.35%
-54.7%
Q1 2019$697,000
-3.7%
20,184
-8.8%
0.76%
+19.6%
Q4 2018$724,000
-24.4%
22,129
-21.1%
0.64%
-12.2%
Q3 2018$958,000
-18.0%
28,032
-18.4%
0.73%
-22.5%
Q2 2018$1,168,000
-14.6%
34,348
-14.0%
0.94%
-13.8%
Q1 2018$1,368,000
-12.1%
39,929
-11.1%
1.09%
-17.2%
Q4 2017$1,556,000
-4.1%
44,917
-4.6%
1.32%
-11.9%
Q3 2017$1,623,000
-20.2%
47,064
-21.4%
1.49%
-27.7%
Q2 2017$2,035,000
+1.6%
59,888
-0.3%
2.06%
-3.7%
Q1 2017$2,003,000
+47.2%
60,093
+43.6%
2.14%
+42.6%
Q4 2016$1,361,000
-16.1%
41,853
-13.9%
1.50%
-12.9%
Q3 2016$1,623,000
-4.0%
48,621
-5.6%
1.73%
-4.0%
Q2 2016$1,691,0000.0%51,527
-1.7%
1.80%
+2.8%
Q1 2016$1,691,000
+146.1%
52,395
+141.3%
1.75%
+153.7%
Q4 2015$687,000
-2.3%
21,717
-2.7%
0.69%
-9.2%
Q3 2015$703,000
+14.5%
22,331
+18.0%
0.76%
+20.9%
Q2 2015$614,000
+5.0%
18,929
+6.9%
0.63%
+6.8%
Q1 2015$585,000
+5.8%
17,713
+4.5%
0.59%
+0.2%
Q4 2014$553,00016,9580.59%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Trilogy Capital Inc. 4,645,253$151,528,00013.58%
Curran Financial Partners, LLC 449,559$14,665,0007.44%
Weaver Consulting Group 202,889$6,618,0003.80%
Investment Advisory Group, LLC 167,741$5,472,0003.80%
Thrive Capital Management, LLC 159,485$5,202,0003.52%
ATLAS CAPITAL ADVISORS LLC 518,500$16,913,470,0003.08%
Archvest Wealth Advisors, Inc. 85,528$2,790,0002.86%
LFS ASSET MANAGEMENT 64,681$2,110,0002.13%
YARGER WEALTH STRATEGIES, LLC 35,194$1,148,0001.52%
Financial Advisors, LLC 135,013$4,372,0001.52%
View complete list of ISHARES TR shareholders