Well Done, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$244,400
+3.1%
7,2720.0%0.05%
-8.6%
Q3 2022$237,000
-5.6%
7,2720.0%0.06%
+5.5%
Q2 2022$251,000
-8.4%
7,2720.0%0.06%0.0%
Q1 2022$274,000
-5.8%
7,2720.0%0.06%
-6.8%
Q4 2021$291,000
-55.7%
7,272
-56.3%
0.06%
-59.6%
Q3 2021$657,000
-0.8%
16,6400.0%0.15%0.0%
Q2 2021$662,000
+3.0%
16,6400.0%0.15%
-1.4%
Q1 2021$643,000
-0.3%
16,6400.0%0.15%
-7.5%
Q4 2020$645,000
+4.2%
16,6400.0%0.16%
-8.0%
Q3 2020$619,000
+0.3%
16,640
-1.8%
0.17%
+2.4%
Q2 2020$617,000
+8.1%
16,942
+0.1%
0.17%
-1.7%
Q1 2020$571,000
-6.7%
16,917
+0.2%
0.17%
+21.8%
Q4 2019$612,000
-49.1%
16,887
-49.9%
0.14%
-2.1%
Q3 2019$1,202,000
+101.7%
33,732
+100.3%
0.14%
+4.3%
Q2 2019$596,000
+2.8%
16,839
+0.2%
0.14%
-2.8%
Q1 2019$580,000
-14.3%
16,812
-18.8%
0.14%
-24.7%
Q4 2018$677,000
-4.2%
20,704
+0.1%
0.19%
-5.0%
Q3 2018$707,000
-3.2%
20,677
-3.7%
0.20%
-8.7%
Q2 2018$730,000
-31.7%
21,480
-31.2%
0.22%
-34.0%
Q1 2018$1,069,000
-0.5%
31,208
+0.7%
0.33%
-5.1%
Q4 2017$1,074,000
+12.8%
30,982
+12.2%
0.35%
+19.9%
Q3 2017$952,000
+1.5%
27,6140.0%0.29%
-10.7%
Q2 2017$938,000
+55.8%
27,614
+52.9%
0.33%
+53.5%
Q1 2017$602,000
+2.6%
18,0590.0%0.21%
-4.1%
Q4 2016$587,000
-10.2%
18,059
-7.9%
0.22%
-5.9%
Q3 2016$654,000
+1.7%
19,6000.0%0.24%
+0.9%
Q2 2016$643,000
-75.9%
19,600
-76.3%
0.23%
-75.9%
Q1 2016$2,673,00082,8040.97%
Other shareholders
ISHARES TR shareholders Q2 2020
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