WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$666,294
-28.4%
13,485
-25.5%
0.02%
-25.8%
Q2 2023$930,679
-0.0%
18,089
-2.8%
0.03%
-3.1%
Q1 2023$930,758
+4.7%
18,604
-1.3%
0.03%
-5.9%
Q4 2022$888,636
+6.0%
18,843
+0.7%
0.03%
-5.6%
Q3 2022$838,000
-93.2%
18,714
-92.8%
0.04%
-93.1%
Q2 2022$12,411,000
+3.5%
258,568
+9.4%
0.52%
+8.5%
Q1 2022$11,995,000
-8.8%
236,312
+2.5%
0.48%
+4.8%
Q4 2021$13,157,000
+0.7%
230,499
-2.2%
0.46%
-10.7%
Q3 2021$13,072,000
+3.3%
235,650
+4.3%
0.51%
+3.4%
Q2 2021$12,657,000
+190.6%
226,019
+177.9%
0.50%
+163.8%
Q1 2021$4,355,000
+6812.7%
81,318
+5729.2%
0.19%
+4600.0%
Q3 2018$63,0001,3950.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders