Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,646
+464.6%
168
+700.0%
0.00%
+300.0%
Q4 2021$1,000
-83.3%
21
-83.7%
0.00%
-83.3%
Q3 2021$6,000
-40.0%
129
-46.0%
0.01%
-45.5%
Q2 2021$10,0000.0%239
-5.2%
0.01%
-8.3%
Q1 2021$10,000
-9.1%
252
-7.0%
0.01%
-7.7%
Q4 2020$11,0002710.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 210,350$7,353,8233.49%
Archvest Wealth Advisors, Inc. 106,803$3,733,8173.31%
WNY Asset Management, LLC 382,554$13,374,1433.18%
Thrive Capital Management, LLC 139,464$4,843,5713.06%
Investment Advisory Group, LLC 148,554$5,193,4492.99%
ATLAS CAPITAL ADVISORS LLC 518,500$18,126,7602.85%
Weaver Consulting Group 175,107$6,121,7342.80%
MANGROVE PARTNERS IM, LLC 270,253$9,448,0450.62%
RDA Financial Network 34,873$1,219,1600.56%
GeoWealth Management, LLC 132,494$4,6320.54%
View complete list of ISHARES TR shareholders