Ancora Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,074
-10.0%
892
-6.3%
0.00%0.0%
Q2 2023$48,980
+7.0%
952
+4.0%
0.00%0.0%
Q1 2023$45,777
+106358.1%
9150.0%0.00%0.0%
Q4 2022$43
-99.9%
9150.0%0.00%0.0%
Q3 2022$41,000
-6.8%
9150.0%0.00%0.0%
Q2 2022$44,000
-10.2%
9150.0%0.00%0.0%
Q1 2022$49,000
-5.8%
9150.0%0.00%0.0%
Q4 2021$52,000
-83.6%
915
-84.0%
0.00%
-87.5%
Q3 2021$317,000
+53.1%
5,714
+54.8%
0.01%
+60.0%
Q2 2021$207,000
-35.1%
3,692
-37.9%
0.01%
-44.4%
Q1 2021$319,000
+2026.7%
5,949
+1987.4%
0.01%
Q4 2020$15,000
+7.1%
2850.0%0.00%
-100.0%
Q3 2020$14,000
+7.7%
2850.0%0.00%0.0%
Q2 2020$13,000
+8.3%
2850.0%0.00%0.0%
Q1 2020$12,000
-14.3%
2850.0%0.00%0.0%
Q4 2019$14,000
+100.0%
285
+79.2%
0.00%
Q3 2018$7,0001590.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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