OGOREK ANTHONY JOSEPH /NY/ /ADV - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OGOREK ANTHONY JOSEPH /NY/ /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$201,0000.0%4,2520.0%0.17%0.0%
Q3 2016$201,000
+4.1%
4,252
+0.9%
0.17%0.0%
Q2 2016$193,000
-4.9%
4,215
-6.0%
0.17%
+4.8%
Q1 2016$203,000
+10.9%
4,486
+10.1%
0.16%
+7.8%
Q4 2015$183,000
-5.2%
4,075
-7.8%
0.15%
-3.2%
Q3 2015$193,000
-7.7%
4,421
+0.4%
0.16%
-1.2%
Q2 2015$209,000
-3.7%
4,404
-3.6%
0.16%
+7.4%
Q1 2015$217,000
+8.5%
4,569
+5.6%
0.15%
-0.7%
Q4 2014$200,0004,3280.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Arden Trust Co 266,687$15,934,5523.24%
Fort Henry Capital, LLC 48,212$2,880,6672.61%
Consilium Wealth Advisory, LLC 47,675$2,848,5812.43%
Archvest Wealth Advisors, Inc. 39,579$2,364,8562.34%
Allen Capital Group, LLC 39,579$2,364,8562.34%
NORTHWEST WEALTH MANAGEMENT, LLC 84,847$5,069,5792.17%
UNIQUE WEALTH, LLC 63,361$3,785,8012.02%
PATTON ALBERTSON MILLER GROUP, LLC 111,334$6,652,1911.22%
Weaver Consulting Group 38,014$2,271,3211.16%
Legacy Financial Group LLC 64,684$3,864,8961.16%
View complete list of ISHARES TR shareholders