AAF Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AAF Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,788,093
+2.9%
391,010
+7.9%
14.64%
+6.6%
Q2 2023$22,144,441
+1.1%
362,311
-0.0%
13.74%
-3.9%
Q1 2023$21,913,371
+9.9%
362,393
+1.8%
14.30%
+1.3%
Q4 2022$19,931,891
+11.8%
356,061
-3.5%
14.12%
-0.6%
Q3 2022$17,822,000
+6.4%
368,971
+18.3%
14.21%
+12.5%
Q2 2022$16,751,000
-3.5%
311,821
+14.9%
12.62%
+10.7%
Q1 2022$17,350,000271,41411.40%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders