Asset Allocation Strategies LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Asset Allocation Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,177,465
+4.1%
21,065
+7.4%
1.00%
+1.8%
Q2 2023$2,091,112
+337.9%
19,610
+299.6%
0.99%
-28.2%
Q1 2023$477,519
-65.3%
4,907
-67.9%
1.38%
+47.4%
Q4 2022$1,374,68915,2770.93%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gilbert & Cook, Inc. 566,111$58,518,8559.23%
Strategic Equity Management 235,177$24,310,2189.16%
KM Capital Management Ltd. 114,384$11,823,9298.09%
DOHJ, LLC 123,050$12,752,8915.69%
WFA Asset Management Corp 84,968$8,783,1305.25%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 117,527$12,148,7764.12%
TOMPKINS FINANCIAL CORP 213,300$22,048,8213.47%
ShoreHaven Wealth Partners, LLC 43,715$4,518,8203.11%
Dechtman Wealth Management, LLC 95,263$9,8472.92%
Pegasus Partners Ltd. 155,506$16,074,6132.26%
View complete list of ISHARES TR shareholders