Lee Financial Co - 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
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 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