McNaughton Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 203 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
McNaughton Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$209,000
-12.9%
3,4860.0%0.15%
-5.1%
Q1 2022$240,000
-4.8%
3,486
-0.5%
0.16%
-4.3%
Q4 2021$252,0000.0%3,503
-2.9%
0.16%
-8.4%
Q3 2021$252,000
-1.9%
3,608
-0.8%
0.18%
-1.1%
Q2 2021$257,000
-8.5%
3,637
-13.3%
0.18%
-16.3%
Q1 2021$281,000
-79.7%
4,194
-80.6%
0.22%
-80.6%
Q4 2020$1,385,000
+5.6%
21,584
-4.5%
1.11%
-3.3%
Q3 2020$1,311,000
-26.1%
22,603
-30.0%
1.15%
-30.2%
Q2 2020$1,773,000
+5.0%
32,308
-9.2%
1.64%
-8.9%
Q1 2020$1,689,000
+41.1%
35,578
+72.9%
1.80%
+61.9%
Q4 2019$1,197,00020,5761.11%
Other shareholders
ISHARES TR shareholders Q4 2020
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