Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$41,9260.0%1,1900.0%0.01%
+11.1%
Q2 2023$41,926
-29.9%
1,190
-33.1%
0.01%
-40.0%
Q4 2022$59,824
+1.4%
1,780
-1.2%
0.02%0.0%
Q3 2022$59,000
+51.3%
1,802
+61.0%
0.02%
+36.4%
Q4 2019$39,0000.0%1,119
+0.3%
0.01%0.0%
Q3 2019$39,0000.0%1,116
+0.4%
0.01%0.0%
Q2 2019$39,000
+5.4%
1,112
+0.4%
0.01%
-35.3%
Q1 2019$37,0001,1080.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders