Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,944,699
-4.5%
30,630
+1.1%
0.39%
+0.8%
Q2 2023$2,036,968
+0.8%
30,303
-5.1%
0.39%
-8.3%
Q1 2023$2,019,946
+3.3%
31,946
-2.4%
0.42%
-6.4%
Q4 2022$1,955,976
+8.2%
32,736
+0.4%
0.45%
-3.6%
Q3 2022$1,808,000
-7.7%
32,613
-0.3%
0.47%
-5.3%
Q2 2022$1,959,000
-13.6%
32,706
-1.0%
0.49%
-2.4%
Q1 2022$2,268,000
+27.0%
33,044
+34.7%
0.50%
+23.8%
Q4 2021$1,786,000
-22.0%
24,531
-25.2%
0.41%
-24.4%
Q3 2021$2,289,000
-2.3%
32,792
-1.1%
0.54%
-8.0%
Q2 2021$2,342,000
-5.8%
33,155
-7.8%
0.59%
-11.2%
Q1 2021$2,487,000
+0.1%
35,962
-4.9%
0.66%
+15.8%
Q4 2020$2,484,000
+11.5%
37,830
-1.5%
0.57%
-4.4%
Q3 2020$2,228,000
+1.4%
38,417
-4.1%
0.60%
-8.7%
Q2 2020$2,198,000
+16.9%
40,052
+1.0%
0.65%
-11.0%
Q1 2020$1,881,000
-20.3%
39,636
-2.7%
0.74%
-9.7%
Q4 2019$2,361,000
+4.0%
40,715
-1.5%
0.81%
-3.9%
Q3 2019$2,270,000
-4.9%
41,337
-4.5%
0.85%
-2.5%
Q2 2019$2,388,000
+1.5%
43,306
-1.4%
0.87%
+0.3%
Q1 2019$2,352,000
+52.3%
43,943
+38.2%
0.87%
+39.7%
Q4 2018$1,544,000
-24.8%
31,807
-15.4%
0.62%
-17.0%
Q3 2018$2,054,000
-7.9%
37,592
-10.0%
0.75%
-5.0%
Q2 2018$2,231,000
-18.7%
41,779
-14.8%
0.79%
-31.2%
Q1 2018$2,743,000
+10.8%
49,031
+6.7%
1.14%
+24.0%
Q4 2017$2,475,000
+4.6%
45,943
+4.0%
0.92%
+3.9%
Q3 2017$2,366,000
+4.8%
44,162
+1.3%
0.89%
-0.6%
Q2 2017$2,258,000
+11.6%
43,596
+7.5%
0.89%
+16.9%
Q1 2017$2,024,000
+17.1%
40,539
+10.8%
0.76%
+4.7%
Q4 2016$1,728,000
+3.6%
36,600
+4.1%
0.73%
+6.0%
Q3 2016$1,668,000
+16.1%
35,144
+12.2%
0.69%
-9.0%
Q2 2016$1,437,000
-99.9%
31,328
+0.7%
0.76%
+17.0%
Q1 2016$1,377,775,000
+112279.7%
31,100
+13.8%
0.65%
+15.8%
Q4 2015$1,226,000
-11.0%
27,329
-13.5%
0.56%
-45.8%
Q3 2015$1,378,000
-1.1%
31,589
+7.6%
1.03%
+3.7%
Q2 2015$1,393,000
-99.9%
29,369
+11.8%
0.99%
+15.6%
Q1 2015$1,248,043,000
+120834.4%
26,275
+17.8%
0.86%
+13.2%
Q4 2014$1,032,000
+23.4%
22,299
+21.5%
0.76%
+14.3%
Q3 2014$836,000
-99.9%
18,355
+25.0%
0.66%
+23.9%
Q2 2014$692,843,000
+82.6%
14,682
+75.5%
0.54%
+69.1%
Q1 2014$379,439,0008,3650.32%
Other shareholders
ISHARES TR shareholders Q4 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