Verus Financial Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Verus Financial Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$601,267
-5.4%
12,228
-0.1%
0.08%
-2.5%
Q2 2023$635,596
-15.7%
12,242
-19.1%
0.08%
-22.3%
Q1 2023$753,730
-14.9%
15,141
-14.4%
0.10%
-15.6%
Q4 2022$886,127
-5.0%
17,698
-14.0%
0.12%
-13.5%
Q3 2022$933,000
-13.8%
20,574
-7.1%
0.14%
-9.0%
Q2 2022$1,082,000
-34.3%
22,143
-29.6%
0.16%
-33.8%
Q1 2022$1,648,000
-10.7%
31,438
-2.8%
0.23%
-4.1%
Q4 2021$1,846,000
-3.2%
32,334
-4.6%
0.24%
-14.7%
Q3 2021$1,907,000
-0.9%
33,902
-1.9%
0.29%
-2.7%
Q2 2021$1,925,000
+3.9%
34,548
+1.2%
0.29%
+0.3%
Q1 2021$1,852,000
+6.7%
34,153
+2.7%
0.29%
-1.3%
Q4 2020$1,736,000
+10.2%
33,265
-2.0%
0.30%
-12.4%
Q2 2020$1,575,000
+12.7%
33,956
+0.5%
0.34%
-20.4%
Q1 2020$1,398,000
-14.4%
33,785
-1.1%
0.43%
-13.8%
Q4 2019$1,634,000
+3.4%
34,152
-0.5%
0.49%
-4.6%
Q3 2019$1,581,000
-93.4%
34,318
-57.9%
0.52%
-93.6%
Q2 2019$24,007,000
+1618.5%
81,448
+160.6%
8.06%
+1531.8%
Q1 2019$1,397,000
+30.1%
31,250
+31.3%
0.49%
+28.3%
Q4 2018$1,074,0000.0%23,8050.0%0.38%0.0%
Q3 2018$1,074,000
+22.0%
23,805
+20.0%
0.38%
+16.0%
Q2 2018$880,000
+29.6%
19,840
+30.2%
0.33%
+29.2%
Q1 2018$679,000
-97.1%
15,236
-82.4%
0.26%
-97.0%
Q4 2017$23,289,000
+4930.0%
86,626
+738.9%
8.50%
+4650.8%
Q3 2017$463,000
-2.9%
10,326
-5.5%
0.18%
-6.8%
Q2 2017$477,000
+18.7%
10,930
+15.4%
0.19%
+16.4%
Q1 2017$402,000
+6.1%
9,475
+1.4%
0.16%0.0%
Q4 2016$379,000
-2.3%
9,345
-0.8%
0.16%
-4.6%
Q3 2016$388,000
+7.8%
9,421
+4.8%
0.17%
+6.8%
Q2 2016$360,000
+18.0%
8,986
+16.1%
0.16%
+14.9%
Q1 2016$305,000
+45.2%
7,738
+43.2%
0.14%
+42.4%
Q4 2015$210,0005,4040.10%
Other shareholders
ISHARES TR shareholders Q4 2022
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