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 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders