OXFORD FINANCIAL GROUP, LTD. LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$810,670
-4.1%
16,407
-0.1%
0.07%
-12.5%
Q2 2023$845,324
+3.2%
16,430
+0.4%
0.08%
-13.0%
Q1 2023$819,041
+7.1%
16,371
+1.0%
0.09%
+3.4%
Q4 2022$764,558
+5.7%
16,212
+0.4%
0.09%
-18.3%
Q3 2022$723,000
-7.9%
16,143
-1.3%
0.11%
-6.0%
Q2 2022$785,000
-14.4%
16,352
-3.8%
0.12%0.0%
Q1 2022$917,000
-20.1%
16,990
-15.5%
0.12%
-10.1%
Q4 2021$1,148,000
+3.1%
20,113
+0.2%
0.13%
-9.2%
Q3 2021$1,113,000
-10.6%
20,070
-9.7%
0.14%
-15.0%
Q2 2021$1,245,000
+8.1%
22,236
+3.4%
0.17%
+4.4%
Q1 2021$1,152,000
-43.3%
21,514
-44.7%
0.16%
-45.6%
Q4 2020$2,031,000
-18.4%
38,902
-24.3%
0.29%
-26.7%
Q3 2020$2,488,000
-42.0%
51,358
-44.4%
0.40%
-44.8%
Q2 2020$4,289,000
-19.6%
92,445
-28.3%
0.73%
-31.8%
Q1 2020$5,333,000
-25.1%
128,883
-13.4%
1.07%
-46.0%
Q4 2019$7,118,000
+1.5%
148,794
-2.2%
1.98%
-10.8%
Q3 2019$7,010,000
-13.7%
152,194
-13.8%
2.22%
-16.9%
Q2 2019$8,123,000
+3.3%
176,518
+0.4%
2.66%
-5.2%
Q1 2019$7,860,000
+7.8%
175,850
-0.3%
2.81%
+18.1%
Q4 2018$7,288,000176,4302.38%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders