West Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 242 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
West Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$374,359
+2.3%
5,896
+6.9%
0.16%
+5.2%
Q2 2023$366,093
+3.2%
5,518
-1.1%
0.16%
-5.5%
Q1 2023$354,776
-2.1%
5,579
-8.0%
0.16%
-8.9%
Q4 2022$362,390
+10.1%
6,065
+1.9%
0.18%
+7.8%
Q3 2022$329,000
-3.5%
5,949
+4.2%
0.17%
+5.7%
Q2 2022$341,000
-6.8%
5,708
+7.3%
0.16%
+9.0%
Q1 2022$366,000
-59.0%
5,322
-56.6%
0.14%
-56.8%
Q4 2021$893,00012,2750.34%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 54,891$2,938,0003.22%
MARINO, STRAM & ASSOCIATES LLC 58,931$3,154,0002.28%
Ahrens Investment Partners LLC 87,985$4,709,0002.14%
PATTON ALBERTSON MILLER GROUP, LLC 77,083$4,125,0002.09%
NORTHWEST WEALTH MANAGEMENT, LLC 48,323$2,586,0001.95%
LBMC INVESTMENT ADVISORS, LLC 149,993$8,028,0001.27%
Canal Capital Management, LLC 31,545$1,688,0001.07%
Trilogy Capital Inc. 137,570$7,363,0000.88%
Archford Capital Strategies, LLC 43,943$2,352,0000.87%
Aveo Capital Partners, LLC 25,750$1,378,0000.64%
View complete list of ISHARES TR shareholders