RTD Financial Advisors, Inc. - 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
RTD Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$369,019
-3.2%
10,866
+0.4%
0.06%
+1.8%
Q2 2023$381,381
-9.8%
10,822
-16.5%
0.06%
-29.5%
Q3 2022$423,000
-5.4%
12,961
+0.2%
0.08%
+13.0%
Q2 2022$447,000
-19.5%
12,929
-12.3%
0.07%
-8.0%
Q1 2022$555,000
-4.0%
14,741
+2.1%
0.08%
-1.3%
Q4 2021$578,00014,4420.08%
Other shareholders
ISHARES TR shareholders Q3 2023
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