Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders