American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 186 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,991
-7.4%
900.0%0.00%
Q2 2022$5,390
-13.1%
900.0%0.00%
Q1 2022$6,205
-5.3%
900.0%0.00%
Q4 2021$6,554
-73.7%
90
-74.8%
0.00%
-100.0%
Q3 2021$24,922
-1.2%
3570.0%0.00%0.0%
Q2 2021$25,222
+12.5%
357
+6.6%
0.00%0.0%
Q1 2021$22,422
+4.3%
3350.0%0.00%0.0%
Q4 2020$21,500
+10.7%
3350.0%0.00%0.0%
Q3 2020$19,430
-72.2%
335
-73.7%
0.00%
-80.0%
Q2 2020$69,972
+16.5%
1,275
+0.7%
0.01%0.0%
Q1 2020$60,084
-8.2%
1,266
+12.2%
0.01%0.0%
Q4 2019$65,424
+255.6%
1,128
+236.7%
0.01%
+150.0%
Q3 2019$18,398
-16.8%
335
-16.5%
0.00%0.0%
Q2 2019$22,115
-8.2%
401
-10.9%
0.00%0.0%
Q1 2019$24,084
+25.9%
450
+14.2%
0.00%0.0%
Q4 2018$19,129
+4.5%
394
+17.6%
0.00%0.0%
Q3 2018$18,301
+2.3%
3350.0%0.00%0.0%
Q2 2018$17,889
-0.2%
3350.0%0.00%
-33.3%
Q1 2018$17,923
-0.7%
3350.0%0.00%0.0%
Q4 2017$18,0503350.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders