Wealth & Pension Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth & Pension Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$808,000
+1.4%
14,719
+1.8%
0.58%
+0.9%
Q2 2019$797,000
+2.3%
14,455
-0.6%
0.58%
-4.3%
Q1 2019$779,000
+11.4%
14,547
+1.0%
0.61%
-3.8%
Q4 2018$699,000
+9.2%
14,398
+19.8%
0.63%
-22.4%
Q2 2018$640,00012,0200.81%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 54,891$2,938,0003.22%
MARINO, STRAM & ASSOCIATES LLC 58,931$3,154,0002.28%
Ahrens Investment Partners LLC 87,985$4,709,0002.14%
PATTON ALBERTSON MILLER GROUP, LLC 77,083$4,125,0002.09%
NORTHWEST WEALTH MANAGEMENT, LLC 48,323$2,586,0001.95%
LBMC INVESTMENT ADVISORS, LLC 149,993$8,028,0001.27%
Canal Capital Management, LLC 31,545$1,688,0001.07%
Trilogy Capital Inc. 137,570$7,363,0000.88%
Archford Capital Strategies, LLC 43,943$2,352,0000.87%
Aveo Capital Partners, LLC 25,750$1,378,0000.64%
View complete list of ISHARES TR shareholders