Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$516,512
-5.4%
10,454
-1.5%
0.01%0.0%
Q2 2023$546,069
+61.9%
10,614
+57.4%
0.01%
+57.1%
Q1 2023$337,382
+12.1%
6,744
+5.6%
0.01%0.0%
Q4 2022$301,097
+5.3%
6,385
-0.2%
0.01%
+16.7%
Q3 2022$286,000
-6.8%
6,3970.0%0.01%0.0%
Q2 2022$307,000
-10.8%
6,397
+0.5%
0.01%0.0%
Q1 2022$344,000
-3.6%
6,367
+1.7%
0.01%0.0%
Q4 2021$357,000
+12.6%
6,261
+9.6%
0.01%0.0%
Q3 2021$317,000
+12.0%
5,711
-8.8%
0.01%0.0%
Q3 2018$283,000
-6.9%
6,265
-8.7%
0.01%
-14.3%
Q2 2018$304,000
+3.4%
6,860
+3.9%
0.01%
+16.7%
Q1 2018$294,000
+2.1%
6,600
+2.9%
0.01%0.0%
Q4 2017$288,0006,4150.01%
Other shareholders
ISHARES TR shareholders Q3 2022
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