Aquire Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Aquire Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$259,357
-3.3%
4,085
+1.1%
0.11%
+0.9%
Q2 2023$268,146
+18.2%
4,042
+13.3%
0.11%
+8.1%
Q1 2023$226,826
+11.9%
3,567
+5.1%
0.10%
-2.0%
Q4 2022$202,732
+0.4%
3,393
+22.2%
0.10%
-4.7%
Q4 2021$202,0002,7770.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 84,131$5,800,0004.16%
Sweet Financial Partners, LLC 173,692$11,974,0003.21%
Fort Henry Capital, LLC 49,861$3,437,0002.97%
NORTHWEST WEALTH MANAGEMENT, LLC 87,063$6,002,0002.94%
Archvest Wealth Advisors, Inc. 30,980$2,136,0001.93%
Syverson Strege & Co 21,589$1,488,0001.62%
Weaver Consulting Group 40,258$2,775,0001.35%
PATTON ALBERTSON MILLER GROUP, LLC 112,235$7,737,0001.33%
Legacy Financial Group LLC 46,513$3,207,0000.94%
LBMC INVESTMENT ADVISORS, LLC 149,030$10,274,0000.91%
View complete list of ISHARES TR shareholders