Beacon Financial Advisory LLC - 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
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$234,000
-6.0%
6,2140.0%0.11%
-2.6%
Q4 2021$249,000
-2.4%
6,214
-3.6%
0.12%
-13.5%
Q3 2021$255,000
-0.4%
6,4440.0%0.13%
-3.6%
Q2 2021$256,000
+2.8%
6,4440.0%0.14%
-2.8%
Q1 2021$249,0006,4440.14%
Other shareholders
ISHARES TR shareholders Q2 2022
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