MARINO, STRAM & ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MARINO, STRAM & ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,584,670
-6.2%
72,549
-2.3%
1.05%
-2.9%
Q2 2023$3,820,044
+3.5%
74,248
+0.6%
1.08%
-3.0%
Q1 2023$3,690,970
+6.1%
73,7750.0%1.12%
+1.7%
Q4 2022$3,479,235
-8.7%
73,775
-13.3%
1.10%
-20.3%
Q3 2022$3,810,000
+10.5%
85,093
+18.4%
1.38%
+15.0%
Q2 2022$3,449,000
-10.8%
71,855
+0.3%
1.20%
-1.9%
Q1 2022$3,865,000
-8.7%
71,632
-3.4%
1.22%
-6.2%
Q4 2021$4,232,000
+2.7%
74,145
-0.2%
1.30%
-8.8%
Q3 2021$4,119,000
+2.7%
74,261
-0.8%
1.42%
-9.1%
Q1 2021$4,009,000
+0.2%
74,852
-2.3%
1.57%
-11.8%
Q4 2020$4,000,000
+6.6%
76,620
-1.1%
1.78%
-11.3%
Q3 2020$3,751,000
+1.4%
77,445
-1.8%
2.00%
-9.0%
Q2 2020$3,698,000
-4.8%
78,847
-16.0%
2.20%
-26.5%
Q1 2020$3,884,000
-35.9%
93,864
-25.9%
2.99%
-24.5%
Q4 2019$6,063,000
-6.3%
126,725
-9.8%
3.97%
-13.4%
Q3 2019$6,469,000
-1.6%
140,446
-1.7%
4.58%
-4.9%
Q2 2019$6,577,000
+1.1%
142,923
-1.8%
4.82%
+2.6%
Q1 2019$6,508,000
+7.3%
145,593
-2.2%
4.70%
-11.4%
Q4 2018$6,064,000
-8.5%
148,837
+1.3%
5.30%
-0.2%
Q3 2018$6,629,000
+3.3%
146,878
+1.6%
5.31%
-6.9%
Q2 2018$6,415,000
-2.0%
144,612
-1.5%
5.70%
-5.8%
Q1 2018$6,545,000
+2.0%
146,844
+2.8%
6.06%
+2.3%
Q4 2017$6,415,000142,8165.92%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 743,709$39,833,0008.00%
ARQ WEALTH ADVISORS, LLC 181,888$9,742,0006.30%
Fort Henry Capital, LLC 80,217$4,296,0004.07%
Weaver Consulting Group 90,412$4,842,0002.97%
Aveo Capital Partners, LLC 166,496$8,918,0002.25%
Madrona Financial Services, LLC 77,644$4,159,0002.13%
NORTHWEST WEALTH MANAGEMENT, LLC 62,710$3,359,0002.11%
MARINO, STRAM & ASSOCIATES LLC 74,852$4,009,0001.57%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,725,0001.03%
PATTON ALBERTSON MILLER GROUP, LLC 78,579$4,209,0001.02%
View complete list of ISHARES TR shareholders