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 ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders