ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,013,468
-4.1%
344,332
-0.1%
0.07%
-2.9%
Q2 2023$17,737,141
+2.8%
344,745
-0.1%
0.07%
-1.4%
Q1 2023$17,261,150
+9.2%
345,016
+2.9%
0.07%
+2.9%
Q4 2022$15,810,317
+4.6%
335,248
-0.7%
0.07%
-2.8%
Q3 2022$15,116,000
-17.7%
337,472
-11.8%
0.07%
-13.4%
Q2 2022$18,376,000
-8.4%
382,824
+3.0%
0.08%
-2.4%
Q1 2022$20,051,000
-3.1%
371,591
+2.5%
0.08%
-1.2%
Q4 2021$20,688,000
-0.8%
362,431
-3.6%
0.08%
-8.6%
Q3 2021$20,846,000
+0.6%
375,798
+1.6%
0.09%
-3.1%
Q2 2021$20,715,000
-30.3%
369,908
-33.3%
0.10%
-37.3%
Q1 2021$29,706,000
+4.3%
554,636
+1.7%
0.15%
-3.8%
Q4 2020$28,477,000
+8.6%
545,530
+0.7%
0.16%
-5.9%
Q3 2020$26,231,000
+21.6%
541,523
+16.5%
0.17%
+9.7%
Q2 2020$21,563,000
+4.9%
464,824
-6.4%
0.15%
-11.5%
Q1 2020$20,549,000
-16.8%
496,588
-3.8%
0.17%
-7.4%
Q4 2019$24,705,000
+10.8%
516,412
+6.7%
0.19%
+0.5%
Q3 2019$22,293,000
+75.4%
483,993
+75.3%
0.19%
+79.8%
Q2 2019$12,707,000
+8.4%
276,129
+5.3%
0.10%
-1.9%
Q1 2019$11,727,000262,3390.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders