DAVENPORT & Co LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 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
DAVENPORT & Co LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$486,870
+4.5%
12,215
-0.4%
0.00%0.0%
Q4 2022$466,000
-1.7%
12,258
-5.4%
0.00%0.0%
Q3 2022$474,000
-11.2%
12,952
-5.5%
0.00%0.0%
Q2 2022$534,000
-15.6%
13,712
-7.0%
0.00%0.0%
Q1 2022$633,000
-0.8%
14,741
+5.0%
0.00%0.0%
Q4 2021$638,000
+0.5%
14,040
-1.0%
0.00%0.0%
Q3 2021$635,000
-0.2%
14,188
+0.4%
0.00%
-20.0%
Q2 2021$636,000
+3.6%
14,127
+0.2%
0.01%
-16.7%
Q1 2021$614,000
+2.8%
14,102
+2.1%
0.01%0.0%
Q4 2020$597,000
+4.4%
13,816
-0.9%
0.01%0.0%
Q3 2020$572,000
+2.9%
13,9400.0%0.01%
-14.3%
Q2 2020$556,000
-7.8%
13,940
-15.1%
0.01%
-22.2%
Q1 2020$603,000
-11.1%
16,420
-2.8%
0.01%
+28.6%
Q4 2019$678,000
+25.3%
16,893
+21.9%
0.01%
+16.7%
Q3 2019$541,0000.0%13,8620.0%0.01%0.0%
Q2 2019$541,00013,8620.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders