Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,717
-3.6%
122
+0.8%
0.00%0.0%
Q2 2023$8,002
+4.6%
121
+0.8%
0.00%
-50.0%
Q1 2023$7,648
+6.4%
1200.0%0.00%
+100.0%
Q4 2022$7,186
+2.7%
120
+0.8%
0.00%0.0%
Q3 2022$7,0000.0%119
+0.8%
0.00%0.0%
Q2 2022$7,000
-12.5%
1180.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1180.0%0.00%0.0%
Q4 2021$9,000
-40.0%
118
-45.6%
0.00%
-50.0%
Q3 2021$15,0000.0%217
+0.5%
0.00%0.0%
Q2 2021$15,000
+7.1%
2160.0%0.00%0.0%
Q1 2021$14,0000.0%2160.0%0.00%
-33.3%
Q4 2020$14,000
+16.7%
216
+0.5%
0.00%0.0%
Q3 2020$12,0000.0%215
+0.5%
0.00%0.0%
Q2 2020$12,000
+20.0%
2140.0%0.00%0.0%
Q1 2020$10,000
-16.7%
2140.0%0.00%0.0%
Q4 2019$12,000
-20.0%
214
-22.5%
0.00%
-25.0%
Q3 2019$15,0000.0%276
+0.7%
0.00%0.0%
Q2 2019$15,0000.0%274
+0.4%
0.00%
-20.0%
Q1 2019$15,000
+15.4%
273
+0.4%
0.01%
+25.0%
Q4 2018$13,000
-13.3%
2720.0%0.00%
-20.0%
Q3 2018$15,000
+7.1%
272
+0.7%
0.01%0.0%
Q2 2018$14,0000.0%2700.0%0.01%
+25.0%
Q1 2018$14,0000.0%270
+2.7%
0.00%0.0%
Q4 2017$14,0000.0%2630.0%0.00%
-20.0%
Q3 2017$14,000
-61.1%
263
-62.0%
0.01%
-61.5%
Q2 2017$36,000
+2.9%
6920.0%0.01%
-7.1%
Q1 2017$35,000
-2.8%
692
-8.3%
0.01%
-6.7%
Q4 2016$36,0000.0%755
+0.3%
0.02%
-6.2%
Q3 2016$36,000
-5.3%
753
-8.1%
0.02%
-5.9%
Q2 2016$38,0000.0%819
-3.3%
0.02%
-19.0%
Q1 2016$38,0000.0%847
+0.5%
0.02%
-4.5%
Q4 2015$38,000
-2.6%
843
-6.0%
0.02%
-12.0%
Q3 2015$39,000
-7.1%
897
+0.3%
0.02%
-3.8%
Q2 2015$42,000
+5.0%
894
+5.9%
0.03%
+4.0%
Q1 2015$40,000
+2.6%
844
+0.1%
0.02%
-10.7%
Q4 2014$39,000
+2.6%
843
+0.1%
0.03%
-3.4%
Q3 2014$38,000
+2.7%
842
+8.6%
0.03%0.0%
Q2 2014$37,000
+12.1%
775
+5.6%
0.03%
+3.6%
Q1 2014$33,0000.0%7340.0%0.03%0.0%
Q4 2013$33,000
-45.9%
734
-49.5%
0.03%
-51.7%
Q3 2013$61,0001,4530.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders