Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 147 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,153
-4.0%
1650.0%0.00%
+100.0%
Q2 2023$8,490
+2.8%
1650.0%0.00%0.0%
Q1 2023$8,255
+6.1%
1650.0%0.00%0.0%
Q4 2022$7,781
+11.2%
1650.0%0.00%0.0%
Q3 2022$7,000
-12.5%
1650.0%0.00%0.0%
Q2 2022$8,000
-11.1%
1650.0%0.00%
-50.0%
Q1 2022$9,0000.0%1650.0%0.00%0.0%
Q4 2021$9,0000.0%1650.0%0.00%0.0%
Q3 2021$9,0000.0%1650.0%0.00%0.0%
Q2 2021$9,0000.0%1650.0%0.00%0.0%
Q1 2021$9,0000.0%1650.0%0.00%0.0%
Q4 2020$9,000
+12.5%
1650.0%0.00%0.0%
Q3 2020$8,0000.0%1650.0%0.00%0.0%
Q2 2020$8,000
+14.3%
1650.0%0.00%0.0%
Q1 2020$7,000
-12.5%
1650.0%0.00%0.0%
Q4 2019$8,0000.0%1650.0%0.00%0.0%
Q3 2019$8,0000.0%1650.0%0.00%0.0%
Q2 2019$8,000
+14.3%
1650.0%0.00%0.0%
Q1 2019$7,0000.0%1650.0%0.00%0.0%
Q4 2018$7,0000.0%1650.0%0.00%0.0%
Q3 2018$7,0000.0%1650.0%0.00%0.0%
Q2 2018$7,0000.0%1650.0%0.00%0.0%
Q1 2018$7,0000.0%1650.0%0.00%0.0%
Q4 2017$7,0000.0%1650.0%0.00%0.0%
Q3 2017$7,0000.0%1650.0%0.00%
-33.3%
Q2 2017$7,0000.0%1650.0%0.00%0.0%
Q1 2017$7,000
-97.5%
165
-97.6%
0.00%
-98.1%
Q4 2016$277,0006,8220.16%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders