Cassia Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 255 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders