Sowell 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,302,000
-5.4%
32,546
-6.6%
0.08%
-19.4%
Q3 2021$1,377,000
+9735.7%
34,852
+9396.5%
0.09%
Q1 2021$14,0000.0%367
+0.3%
0.00%
-100.0%
Q4 2020$14,000
+7.7%
366
+0.8%
0.00%0.0%
Q3 2020$13,0000.0%363
+0.6%
0.00%0.0%
Q2 2020$13,000
+8.3%
361
+0.6%
0.00%0.0%
Q1 2020$12,000
-7.7%
359
+0.8%
0.00%0.0%
Q4 2019$13,0000.0%356
+0.6%
0.00%0.0%
Q3 2019$13,0003540.00%
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