OptiFour Integrated Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OptiFour Integrated Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$535,000
+5.5%
9,2230.0%0.37%
+2.2%
Q3 2019$507,000
-0.4%
9,2230.0%0.36%
+1.4%
Q2 2019$509,000
+3.0%
9,2230.0%0.36%
-11.9%
Q1 2019$494,000
+10.3%
9,2230.0%0.40%
-1.5%
Q4 2018$448,000
-11.1%
9,2230.0%0.41%
-1.4%
Q3 2018$504,000
+2.2%
9,2230.0%0.42%
-2.6%
Q2 2018$493,0000.0%9,2230.0%0.43%
+3.4%
Q1 2018$493,000
-0.8%
9,2230.0%0.41%
-1.0%
Q4 2017$497,0009,2230.42%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders