Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. 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 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders