Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders