National Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$236,511
-27.2%
6,405
-27.4%
0.18%
-28.9%
Q1 2024$324,981
+1.9%
8,8250.0%0.25%
-18.1%
Q4 2023$319,024
+6.4%
8,8250.0%0.31%
-5.2%
Q3 2023$299,706
-3.3%
8,8250.0%0.33%
+1.2%
Q2 2023$309,802
+0.4%
8,8250.0%0.32%
-8.8%
Q1 2023$308,699
+4.1%
8,8250.0%0.35%
-0.8%
Q4 2022$296,608
-6.4%
8,825
-9.2%
0.36%
-13.6%
Q3 2022$316,903
-5.6%
9,7150.0%0.41%
-2.6%
Q2 2022$335,848
-22.7%
9,715
-15.8%
0.42%
+1.0%
Q1 2022$434,636
-22.0%
11,538
-17.2%
0.42%
-19.7%
Q4 2021$557,49913,9340.52%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Madden Advisory Services, Inc. 162,278$5,408,0003.49%
Darwin Wealth Management, LLC 167,677$5,589,0003.24%
Madrona Financial Services, LLC 60,093$2,003,0002.14%
Barber Financial Group, Inc. 165,027$5,500,0001.88%
Live Your Vision, LLC 120,126$4,004,0001.57%
Stonehearth Capital Management, LLC 31,957$1,065,0000.83%
Sargent Bickham Lagudis LLC 114,824$3,827,0000.50%
Ruggie Capital Group 17,998$600,0000.45%
M Holdings Securities, Inc. 31,317$1,044,0000.40%
NORTHWEST WEALTH MANAGEMENT, LLC 12,707$424,0000.39%
View complete list of ISHARES TR shareholders