Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 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
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,0000.0%520.0%0.00%0.0%
Q1 2022$2,0000.0%520.0%0.00%0.0%
Q4 2021$2,0000.0%520.0%0.00%0.0%
Q3 2021$2,0000.0%520.0%0.00%0.0%
Q2 2021$2,000
+100.0%
52
+30.0%
0.00%0.0%
Q1 2020$1,0000.0%400.0%0.00%
Q4 2019$1,0000.0%400.0%0.00%
Q2 2019$1,0000.0%400.0%0.00%
Q1 2019$1,000
-80.0%
40
-71.0%
0.00%
-100.0%
Q4 2018$5,0001380.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Trilogy Capital Inc. 4,645,253$151,528,00013.58%
Curran Financial Partners, LLC 449,559$14,665,0007.44%
Weaver Consulting Group 202,889$6,618,0003.80%
Investment Advisory Group, LLC 167,741$5,472,0003.80%
Thrive Capital Management, LLC 159,485$5,202,0003.52%
ATLAS CAPITAL ADVISORS LLC 518,500$16,913,470,0003.08%
Archvest Wealth Advisors, Inc. 85,528$2,790,0002.86%
LFS ASSET MANAGEMENT 64,681$2,110,0002.13%
YARGER WEALTH STRATEGIES, LLC 35,194$1,148,0001.52%
Financial Advisors, LLC 135,013$4,372,0001.52%
View complete list of ISHARES TR shareholders