Tempus Wealth Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$378,000
-19.9%
11,578
-15.3%
0.25%
-35.1%
Q2 2022$472,000
-44.3%
13,662
-39.3%
0.39%
-35.7%
Q1 2022$848,000
-18.3%
22,505
-13.3%
0.60%
+7.7%
Q4 2021$1,038,000
+12.1%
25,943
+10.7%
0.56%
+6.9%
Q3 2021$926,000
+221.5%
23,436
+223.6%
0.52%
+174.3%
Q2 2021$288,000
+37.1%
7,243
+33.5%
0.19%
-14.0%
Q1 2021$210,0000.0%5,4270.0%0.22%
-18.1%
Q4 2020$210,000
-17.6%
5,427
-20.8%
0.27%
-26.6%
Q3 2020$255,000
-45.3%
6,850
-46.8%
0.37%
-10.2%
Q4 2019$466,00012,8670.41%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders