Pacific Center for Financial Services - ISHARES TR ownership

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ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Pacific Center for Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$84,000
-5.6%
2,5690.0%0.03%
-10.8%
Q2 2022$89,000
-8.2%
2,5690.0%0.04%
+5.7%
Q1 2022$97,000
-5.8%
2,5690.0%0.04%
-14.6%
Q4 2021$103,000
+2.0%
2,5690.0%0.04%
-6.8%
Q3 2021$101,000
-1.0%
2,5690.0%0.04%
-2.2%
Q2 2021$102,000
+3.0%
2,5690.0%0.04%
-4.3%
Q1 2021$99,000
-1.0%
2,5690.0%0.05%
+27.0%
Q4 2020$100,000
+5.3%
2,5690.0%0.04%
-5.1%
Q3 2020$95,000
+1.1%
2,5690.0%0.04%
-15.2%
Q2 2020$94,000
+8.0%
2,5690.0%0.05%
-16.4%
Q1 2020$87,000
-6.5%
2,5690.0%0.06%
+34.1%
Q4 2019$93,000
+1.1%
2,5690.0%0.04%
-8.9%
Q3 2019$92,000
+1.1%
2,5690.0%0.04%
-4.3%
Q2 2019$91,000
+2.2%
2,5690.0%0.05%
-2.1%
Q1 2019$89,000
+6.0%
2,5690.0%0.05%
+6.7%
Q4 2018$84,000
-4.5%
2,5690.0%0.04%
+4.7%
Q3 2018$88,000
+1.1%
2,5690.0%0.04%
-15.7%
Q2 2018$87,000
-1.1%
2,5690.0%0.05%
-5.6%
Q1 2018$88,000–2,569–0.05%–
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Other shareholders
ISHARES TR shareholders Q4 2020
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