BOSTON RESEARCH & MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BOSTON RESEARCH & MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$435
-4.0%
8,824
+0.1%
0.13%
+0.8%
Q2 2023$453
+1.1%
8,819
-1.7%
0.13%
-4.5%
Q1 2023$448
+5.7%
8,974
-0.3%
0.13%
+2.3%
Q4 2022$424
-99.9%
9,005
-6.1%
0.13%
-10.3%
Q3 2022$429,000
+1.2%
9,587
+8.3%
0.15%
+6.6%
Q2 2022$424,000
-13.3%
8,853
-2.4%
0.14%
-3.5%
Q1 2022$489,000
-14.8%
9,073
-9.8%
0.14%
-9.6%
Q4 2021$574,000
+2.9%
10,0630.0%0.16%
-5.4%
Q3 2021$558,000
-1.9%
10,063
-1.1%
0.17%
-4.0%
Q2 2021$569,000
-2.4%
10,173
-6.6%
0.17%
-8.0%
Q1 2021$583,000
-8.3%
10,888
-10.6%
0.19%
-14.9%
Q4 2020$636,000
+2.7%
12,185
-4.7%
0.22%
-8.7%
Q3 2020$619,000
+9.6%
12,780
+4.9%
0.24%
+3.0%
Q2 2020$565,000
+5.6%
12,187
-5.8%
0.24%
-12.6%
Q1 2020$535,000
-15.3%
12,937
-2.2%
0.27%
+13.5%
Q4 2019$632,000
-9.6%
13,227
-12.8%
0.24%
-14.1%
Q3 2019$699,000
+8.2%
15,177
+8.0%
0.28%
+5.7%
Q2 2019$646,000
-1.8%
14,057
-4.5%
0.26%
-4.7%
Q1 2019$658,000
+8.2%
14,727
+0.0%
0.27%
-5.5%
Q4 2018$608,000
-8.4%
14,7220.0%0.29%
-4.3%
Q3 2018$664,000
-4.0%
14,722
-5.8%
0.30%
-11.1%
Q2 2018$692,000
-0.4%
15,622
+0.1%
0.34%
-3.7%
Q1 2018$695,000
-2.9%
15,612
-2.1%
0.35%
-1.4%
Q4 2017$716,000
-10.9%
15,952
-11.1%
0.36%
-12.7%
Q3 2017$804,000
+3.3%
17,942
+0.5%
0.41%
-2.4%
Q2 2017$778,000
-1.5%
17,852
-4.2%
0.42%
-2.1%
Q1 2017$790,000
+4.6%
18,642
+0.2%
0.43%0.0%
Q4 2016$755,000
-11.1%
18,612
-9.8%
0.43%
-12.2%
Q3 2016$849,000
-1.6%
20,632
-4.4%
0.49%
-6.3%
Q2 2016$863,000
+1.4%
21,5820.0%0.52%
-1.3%
Q1 2016$851,000
-2.7%
21,582
-4.2%
0.53%
-2.6%
Q4 2015$875,000
+1.3%
22,522
-0.6%
0.54%
-4.4%
Q3 2015$864,000
-15.0%
22,652
-9.8%
0.57%
-11.6%
Q2 2015$1,017,000
+2.1%
25,102
+2.9%
0.64%
+1.9%
Q1 2015$996,000
+4.2%
24,402
+2.3%
0.63%
+5.5%
Q4 2014$956,000
+1.5%
23,842
-0.2%
0.60%
-5.4%
Q3 2014$942,000
-0.7%
23,882
+1.8%
0.63%
-3.5%
Q2 2014$949,000
+7.1%
23,452
+3.6%
0.66%
+0.8%
Q1 2014$886,000
+2.1%
22,642
+0.4%
0.65%
-2.4%
Q4 2013$868,000
+10.9%
22,562
+6.1%
0.67%
+0.9%
Q3 2013$783,000
-45.1%
21,262
-47.2%
0.66%
+3.4%
Q2 2013$1,426,00040,2440.64%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders