LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,787
-1.6%
2,653
-1.4%
0.01%
-25.0%
Q1 2022$205,000
-53.0%
2,692
-51.8%
0.02%
-51.5%
Q4 2021$436,000
+27.5%
5,586
+16.0%
0.03%
-8.3%
Q3 2021$342,0000.0%4,8140.0%0.04%
+50.0%
Q2 2021$342,000
+4.9%
4,814
-2.6%
0.02%
-4.0%
Q1 2021$326,000
+3.8%
4,944
-0.9%
0.02%0.0%
Q4 2020$314,000
+5.7%
4,991
-5.5%
0.02%
+8.7%
Q3 2020$297,000
+9.6%
5,281
+3.1%
0.02%
+9.5%
Q2 2020$271,000
+13.9%
5,121
-4.0%
0.02%
-27.6%
Q1 2020$238,000
-34.3%
5,336
-20.1%
0.03%
+107.1%
Q4 2019$362,000
+24.4%
6,681
+13.7%
0.01%
-53.3%
Q3 2019$291,000
-7.9%
5,876
-9.1%
0.03%
-6.2%
Q2 2019$316,000
-1.2%
6,466
-3.9%
0.03%
-8.6%
Q1 2019$320,000
-7.2%
6,726
-17.3%
0.04%
-18.6%
Q4 2018$345,000
-2.8%
8,130
+11.9%
0.04%
+13.2%
Q3 2018$355,000
-1.7%
7,266
-7.8%
0.04%
+46.2%
Q2 2018$361,000
+20.7%
7,877
+140.4%
0.03%
+13.0%
Q1 2018$299,000
+6.8%
3,276
+8.4%
0.02%
+4.5%
Q4 2017$280,000
+8.9%
3,021
+3.8%
0.02%
-4.3%
Q3 2017$257,000
-4.5%
2,911
-11.8%
0.02%
-43.9%
Q2 2017$269,0000.0%3,3010.0%0.04%
+51.9%
Q1 2017$269,000
+14.5%
3,301
+7.7%
0.03%
-10.0%
Q4 2016$235,0003,0660.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 63,944$4,629,597,0003.52%
USAdvisors Wealth Management, LLC 76,831$5,454,0002.96%
Clear Perspectives Financial Planning, LLC 61,195$4,344,0002.10%
Bluesphere Advisors, LLC 19,435$1,380,0001.22%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 39,030$2,771,0001.12%
180 WEALTH ADVISORS, LLC 62,098$4,562,0001.04%
FAGAN ASSOCIATES, INC. 51,195$3,634,0000.78%
Connecticut Wealth Management, LLC 120,497$8,554,0000.75%
Capital Advisors, Ltd. LLC 55,222$3,920,0000.70%
RDA Financial Network 18,469$1,311,0000.58%
View complete list of ISHARES TR shareholders