Koss-Olinger Consulting, LLC - 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
Koss-Olinger Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$211,000
-2.8%
5,978
-3.6%
0.02%
-7.4%
Q1 2023$217,000
+4.3%
6,199
+0.2%
0.03%
-10.0%
Q4 2022$208,000
+2.5%
6,185
-0.6%
0.03%
-14.3%
Q3 2022$203,000
-5.6%
6,223
+0.2%
0.04%
-10.3%
Q2 2022$215,000
-8.1%
6,213
+0.0%
0.04%
+2.6%
Q1 2022$234,000
-6.0%
6,211
-0.0%
0.04%0.0%
Q4 2021$249,000
+0.8%
6,212
-0.5%
0.04%
-5.0%
Q3 2021$247,000
-0.4%
6,241
+0.1%
0.04%
+8.1%
Q2 2021$248,000
+2.9%
6,2340.0%0.04%
-9.8%
Q1 2021$241,0006,2340.04%
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