IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$323,539
-62.4%
9,527
-61.6%
0.02%
-21.1%
Q2 2023$860,996
+202.9%
24,812
+198.2%
0.02%
+58.3%
Q1 2023$284,246
+89851.3%
8,320
-8.5%
0.01%
+50.0%
Q4 2022$316
-99.9%
9,096
-19.7%
0.01%
-20.0%
Q3 2022$394,000
-5.1%
11,330
-5.2%
0.01%
-23.1%
Q2 2022$415,000
-53.4%
11,956
-53.8%
0.01%
+18.2%
Q1 2022$891,000
+72.3%
25,864
+101.3%
0.01%
+10.0%
Q4 2021$517,000
+37.9%
12,850
+35.1%
0.01%
+25.0%
Q3 2021$375,000
+28.9%
9,512
+30.2%
0.01%
+33.3%
Q2 2021$291,000
+263.8%
7,307
+253.0%
0.01%
+200.0%
Q1 2021$80,000
-92.9%
2,070
-92.9%
0.00%
-95.7%
Q4 2020$1,124,000
+3525.8%
29,045
+3429.2%
0.05%
+2200.0%
Q3 2020$31,000
+3.3%
823
+0.6%
0.00%0.0%
Q2 2020$30,000
-11.8%
818
-17.0%
0.00%
-33.3%
Q1 2020$34,000
+112.5%
986
+132.0%
0.00%
+200.0%
Q4 2019$16,000
+6.7%
4250.0%0.00%0.0%
Q3 2019$15,000
-83.3%
425
-84.3%
0.00%
-91.7%
Q1 2019$90,000
+2.3%
2,7000.0%0.01%
+140.0%
Q4 2018$88,000
-48.8%
2,700
-46.4%
0.01%
-28.6%
Q3 2018$172,000
-3.4%
5,037
-3.8%
0.01%0.0%
Q2 2018$178,000
-7.3%
5,237
-5.4%
0.01%
-22.2%
Q1 2018$192,0000.0%5,5370.0%0.01%0.0%
Q4 2017$192,000
-73.7%
5,537
-73.9%
0.01%
-69.0%
Q3 2017$731,000
+39.2%
21,204
+37.2%
0.03%
+31.8%
Q2 2017$525,000
+1.4%
15,456
-0.6%
0.02%
-4.3%
Q1 2017$518,000
+22.7%
15,556
+19.9%
0.02%
+15.0%
Q4 2016$422,000
+214.9%
12,978
+222.6%
0.02%
+185.7%
Q3 2016$134,000
+0.8%
4,023
-1.0%
0.01%0.0%
Q2 2016$133,000
+47.8%
4,063
+50.5%
0.01%
-41.7%
Q1 2016$90,000
-27.4%
2,700
-31.2%
0.01%
+50.0%
Q4 2015$124,0003,9230.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders