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 ↓
Bell Investment Advisors, Inc 490,929$23,565,0007.23%
Strategic Wealth Partners Group, LLC 427,638$20,527,0004.57%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,124,992$54,000,0004.00%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,764,0003.14%
ASPIRIANT, LLC 1,348,672$64,737,0003.12%
Fort Henry Capital, LLC 68,883$3,306,0003.09%
Paragon Advisors, LLC 106,095$5,093,0002.54%
Weaver Consulting Group 91,338$4,384,0002.45%
Consilium Wealth Advisory, LLC 39,427$1,892,0002.04%
CALTON & ASSOCIATES, INC. 73,342$3,520,0001.96%
View complete list of ISHARES TR shareholders