Horizons Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Horizons Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$5,350
+6.4%
1480.0%0.00%0.0%
Q3 2023$5,026
+5.7%
148
+9.6%
0.00%
+33.3%
Q2 2023$4,757
+0.8%
1350.0%0.00%0.0%
Q1 2023$4,720
+94300.0%
1350.0%0.00%
-25.0%
Q4 2022$5
-100.0%
135
-75.8%
0.00%
-76.5%
Q3 2022$18,000
-10.0%
5590.0%0.02%
+6.2%
Q2 2022$20,0005590.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders