Cassia Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders