Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$471,0000.0%7,4210.0%0.12%0.0%
Q3 2023$471,000
-3.9%
7,421
+0.4%
0.12%
-0.8%
Q2 2023$490,000
+6.5%
7,393
+2.1%
0.12%
-5.3%
Q1 2023$460,000
+14.7%
7,240
+7.9%
0.13%
+10.9%
Q4 2022$401,000
-99.9%
6,712
-0.2%
0.12%
-4.8%
Q3 2022$373,000,000
-6.5%
6,726
+1.7%
0.12%
-2.3%
Q2 2022$399,000,000
-8.7%
6,614
+4.3%
0.13%
+2.4%
Q1 2022$437,000,000
-1.4%
6,341
+4.2%
0.12%
+0.8%
Q4 2021$443,000,000
+4.0%
6,084
-0.3%
0.12%
-2.4%
Q3 2021$426,000,000
-1.2%
6,102
+0.0%
0.13%
-2.3%
Q2 2021$431,000,000
+2.6%
6,101
-3.0%
0.13%
-5.1%
Q1 2021$420,000,000
-0.9%
6,289
-4.9%
0.14%
-13.3%
Q4 2020$424,000,000
+6.5%
6,612
-3.7%
0.16%
-6.0%
Q3 2020$398,000,000
+3.6%
6,866
-1.9%
0.17%
-2.9%
Q2 2020$384,000,000
+17.4%
6,998
-1.5%
0.17%
-2.8%
Q1 2020$327,000,000
-20.4%
7,101
+0.2%
0.18%
-3.3%
Q4 2019$411,000,000
+5.4%
7,089
-0.3%
0.18%
-2.1%
Q3 2019$390,000,000
-8.9%
7,109
-8.8%
0.19%
-10.0%
Q2 2019$428,000,000
+2.9%
7,793
+1.2%
0.21%
-3.2%
Q1 2019$416,000,000
+7.8%
7,700
-97.1%
0.22%
-6.1%
Q4 2018$386,000,000
-13.1%
264,254
+3136.4%
0.23%
-4.6%
Q3 2018$444,000,000
+10.2%
8,165
+8.5%
0.24%
-4.4%
Q1 2018$403,000,000
+1.8%
7,525
+2.5%
0.25%0.0%
Q4 2017$396,000,000
-6.6%
7,344
-7.1%
0.25%
-11.0%
Q3 2017$424,000,000
+4.2%
7,906
+0.6%
0.28%0.0%
Q2 2017$407,000,000
-11.3%
7,860
-14.5%
0.28%
-19.6%
Q1 2017$459,000,000
-5.2%
9,197
-10.2%
0.35%
-8.1%
Q4 2016$484,000,000
+1.7%
10,244
+2.3%
0.38%
-0.5%
Q3 2016$476,000,000
+4.4%
10,017
+0.7%
0.38%
-3.0%
Q2 2016$456,000,000
+2.7%
9,951
+1.7%
0.40%
-2.5%
Q1 2016$444,000,000
+15.0%
9,780
+8.8%
0.41%
+5.7%
Q3 2015$386,000,000
-3.3%
8,992
+6.4%
0.38%
+3.2%
Q2 2015$399,000,000
+1.8%
8,449
+4.1%
0.37%
+1.9%
Q1 2015$392,000,000
+16.7%
8,118
+10.6%
0.37%
+10.2%
Q4 2014$336,000,0007,3420.33%
Other shareholders
ISHARES TR shareholders Q3 2023
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