Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 170 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$4,0001060.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 407,686$16,312,0006.92%
Investment Advisory Group, LLC 171,680$6,587,0004.22%
Weaver Consulting Group 214,434$8,579,0004.13%
Thrive Capital Management, LLC 142,223$5,690,0003.71%
Archvest Wealth Advisors, Inc. 84,023$3,362,0002.91%
Trilogy Capital Inc. 941,786$37,681,0002.83%
Madrona Financial Services, LLC 164,716$6,590,0002.79%
Peregrine Asset Advisers, Inc. 140,998$5,641,0002.30%
HARRELL INVESTMENT PARTNERS, LLC 165,837$6,635,0002.04%
Vigilare Wealth Management 85,291$3,412,0002.02%
View complete list of ISHARES TR shareholders