Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 95 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$262,000
-28.8%
7,397
-30.7%
0.04%
-39.1%
Q1 2019$368,000
+31.9%
10,667
+28.9%
0.06%
+8.5%
Q4 2018$279,000
-94.2%
8,273
-94.2%
0.06%
-95.0%
Q3 2018$4,851,000
+11.9%
141,883
+11.3%
1.18%
+2.3%
Q2 2018$4,334,000127,4711.16%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders