SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 176 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$297,000
+20.2%
5,417
+4.1%
0.07%
-5.7%
Q1 2020$247,000
-18.5%
5,206
-0.2%
0.07%
+1.4%
Q4 2019$303,0005,2180.07%
Other shareholders
ISHARES TR shareholders Q1 2020
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