Cassia Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cassia Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$497,000
-23.9%
8,306
-12.3%
0.50%
-5.2%
Q1 2022$653,000
-8.8%
9,472
-3.6%
0.52%
+8.7%
Q4 2021$716,000
+20.5%
9,826
+16.9%
0.48%
+7.6%
Q2 2021$594,000
+10.2%
8,403
+4.3%
0.45%
-8.4%
Q1 2021$539,0008,0590.49%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Ahrens Investment Partners LLC 174,861$9,553,0003.59%
MARINO, STRAM & ASSOCIATES LLC 58,009$3,169,0002.54%
Madrona Financial Services, LLC 57,599$3,147,0002.39%
PATTON ALBERTSON MILLER GROUP, LLC 73,527$3,691,0001.87%
Regal Investment Advisors LLC 133,751$7,307,0001.54%
NORTHWEST WEALTH MANAGEMENT, LLC 37,500$2,049,0001.53%
LBMC INVESTMENT ADVISORS, LLC 134,591$7,353,0001.17%
Shakespeare Wealth Management, LLC 23,498$1,284,0000.99%
Canal Capital Management, LLC 28,406$1,552,0000.88%
Archford Capital Strategies, LLC 37,592$2,054,0000.75%
View complete list of ISHARES TR shareholders