ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
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