EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,397
-4.0%
5140.0%0.01%0.0%
Q2 2023$26,446
+2.8%
5140.0%0.01%0.0%
Q1 2023$25,716
+6.1%
5140.0%0.01%0.0%
Q4 2022$24,240
+5.4%
5140.0%0.01%0.0%
Q3 2022$23,000
-8.0%
5140.0%0.01%0.0%
Q2 2022$25,000
-96.1%
514
-95.7%
0.01%
-95.4%
Q1 2022$642,000
+6320.0%
11,897
+6776.9%
0.11%
+5300.0%
Q4 2021$10,0001730.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 132,223$6,235,6375.32%
Arden Trust Co 514,670$24,271,8374.93%
Wealth Quarterback LLC 98,743$4,656,7153.86%
Strategic Wealth Partners Group, LLC 348,757$16,4473.49%
Affiance Financial, LLC 154,371$7,280,1362.95%
Fort Henry Capital, LLC 69,115$3,259,4632.95%
Strategic Family Wealth Counselors, L.L.C. 119,145$5,618,8782.78%
Bell Investment Advisors, Inc 229,188$10,808,4922.69%
Worth Financial Advisory Group, LLC 39,319$1,854,2612.15%
UNIQUE WEALTH, LLC 85,185$4,017,3142.14%
View complete list of ISHARES TR shareholders