TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$813,190
-4.4%
16,458
-0.4%
0.04%
-2.8%
Q2 2023$850,314
+0.3%
16,527
-2.4%
0.04%
-7.7%
Q1 2023$847,608
+6.1%
16,9420.0%0.04%
+2.6%
Q4 2022$798,984
+172.7%
16,942
+178.4%
0.04%
+72.7%
Q2 2022$293,000
-51.6%
6,085
-45.4%
0.02%
-29.0%
Q1 2022$605,000
+101.0%
11,148
+111.4%
0.03%
+106.7%
Q4 2021$301,000
+3.1%
5,2740.0%0.02%
-6.2%
Q3 2021$292,000
-12.0%
5,274
-11.2%
0.02%
+23.1%
Q2 2021$332,000
+4.1%
5,9390.0%0.01%
-7.1%
Q1 2021$319,000
+2.6%
5,9390.0%0.01%
-6.7%
Q4 2020$311,000
+8.4%
5,9390.0%0.02%
+7.1%
Q3 2020$287,000
+4.4%
5,9390.0%0.01%
-6.7%
Q2 2020$275,000
+11.8%
5,9390.0%0.02%
-6.2%
Q1 2020$246,000
-13.7%
5,9390.0%0.02%
+14.3%
Q4 2019$285,000
+4.0%
5,9390.0%0.01%
+7.7%
Q3 2019$274,000
+12.8%
5,939
+12.6%
0.01%
+8.3%
Q2 2019$243,000
+3.0%
5,2740.0%0.01%
+9.1%
Q1 2019$236,000
+7.8%
5,2740.0%0.01%0.0%
Q4 2018$219,000
-8.0%
5,2740.0%0.01%
-21.4%
Q3 2018$238,000
+1.7%
5,2740.0%0.01%
-6.7%
Q2 2018$234,000
-0.4%
5,2740.0%0.02%
-6.2%
Q1 2018$235,000
-1.3%
5,2740.0%0.02%
-11.1%
Q4 2017$238,000
+0.4%
5,2740.0%0.02%
-14.3%
Q3 2017$237,000
-48.0%
5,274
-51.0%
0.02%
-44.7%
Q1 2017$456,00010,7690.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders