WestEnd Advisors, LLC - 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
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,734,468
+348.6%
116,059
+367.1%
0.17%
+352.6%
Q2 2023$1,278,349
-76.0%
24,846
-76.7%
0.04%
-77.0%
Q1 2023$5,326,190
-68.4%
106,459
-70.3%
0.16%
-70.1%
Q4 2022$16,880,073
+129.3%
357,932
+117.7%
0.55%
+123.5%
Q3 2022$7,361,000
-100.0%
164,399
-48.5%
0.25%
-48.9%
Q2 2022$15,311,472,000
+20.6%
318,989
+35.6%
0.48%
+41.6%
Q1 2022$12,693,712,000
-31.6%
235,243
-27.6%
0.34%
-32.5%
Q4 2021$18,548,945,000
+186.6%
324,964
+178.5%
0.50%
+159.0%
Q3 2021$6,473,182,000
+8343.6%
116,697
+8424.3%
0.20%
+9650.0%
Q2 2021$76,664,000
-58.1%
1,369
-59.9%
0.00%
-71.4%
Q1 2021$182,960,000
-7.2%
3,416
-9.6%
0.01%
-30.0%
Q4 2020$197,211,000
+184.9%
3,778
+164.4%
0.01%
+150.0%
Q3 2020$69,220,000
-26.0%
1,429
-29.2%
0.00%
-33.3%
Q2 2020$93,568,000
-95.5%
2,017
-96.0%
0.01%
-96.6%
Q1 2020$2,090,683,000
+14135.9%
50,524
+16357.3%
0.18%
+17400.0%
Q4 2019$14,686,000
-20.9%
307
-23.8%
0.00%
-50.0%
Q3 2019$18,562,000
+675.7%
403
+675.0%
0.00%
Q2 2019$2,393,000
-99.9%
52
-99.9%
0.00%
-100.0%
Q4 2018$2,553,412,000
+1729.3%
61,811
+1898.4%
0.27%
+2007.7%
Q3 2018$139,587,000
-25.6%
3,093
-26.9%
0.01%
-35.0%
Q2 2018$187,731,000
+45.9%
4,232
+46.6%
0.02%
+66.7%
Q1 2018$128,673,0002,8870.01%
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