PATTON ALBERTSON MILLER GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PATTON ALBERTSON MILLER GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,935,971
-8.5%
79,659
-4.8%
0.77%
-7.1%
Q2 2023$4,303,762
-19.6%
83,649
-21.8%
0.83%
-15.2%
Q1 2023$5,350,729
-16.1%
106,950
-20.9%
0.98%
-16.3%
Q4 2022$6,376,381
+81.0%
135,207
+71.9%
1.17%
+54.7%
Q3 2022$3,523,000
-4.4%
78,666
+2.4%
0.76%
+0.5%
Q2 2022$3,687,000
-11.4%
76,815
-0.4%
0.75%
+5.3%
Q1 2022$4,160,000
-7.5%
77,100
-2.1%
0.72%
-1.7%
Q4 2021$4,496,000
+4.2%
78,758
+1.3%
0.73%
-11.8%
Q3 2021$4,314,000
+1.3%
77,776
+2.3%
0.82%
-15.0%
Q2 2021$4,257,000
+1.1%
76,010
-3.3%
0.97%
-4.8%
Q1 2021$4,209,000
-7.6%
78,579
-7.0%
1.02%
-5.9%
Q4 2020$4,557,000
+9.4%
84,467
-1.8%
1.08%
-8.3%
Q3 2020$4,166,000
+6.3%
86,002
+1.8%
1.18%
+3.5%
Q2 2020$3,920,000
+14.9%
84,498
+2.5%
1.14%
-1.0%
Q1 2020$3,411,000
-13.6%
82,431
-0.1%
1.15%
+11.3%
Q4 2019$3,948,000
+4.8%
82,527
+0.9%
1.04%
-3.1%
Q3 2019$3,768,000
+0.1%
81,800
-1.9%
1.07%
-1.8%
Q2 2019$3,766,000
+3.5%
83,364
+2.4%
1.09%
-41.0%
Q1 2019$3,638,000
+0.6%
81,381
-2.7%
1.84%
-4.4%
Q4 2018$3,616,000
+6.2%
83,606
+3.5%
1.93%
+11.8%
Q3 2018$3,404,000
-9.3%
80,747
-4.5%
1.72%
-8.9%
Q2 2018$3,751,000
-1.1%
84,564
-0.6%
1.89%
+11.1%
Q1 2018$3,791,000
-3.7%
85,068
-2.9%
1.70%
+6.2%
Q4 2017$3,935,000
-0.9%
87,604
-0.8%
1.60%
-7.2%
Q3 2017$3,969,000
+0.4%
88,329
-1.2%
1.73%
-1.5%
Q2 2017$3,955,000
-0.4%
89,404
-3.1%
1.76%
+6.9%
Q1 2017$3,969,000
+9.2%
92,271
+3.0%
1.64%
+5.6%
Q4 2016$3,634,000
-3.1%
89,544
-1.8%
1.56%
-5.9%
Q3 2016$3,751,000
+22.6%
91,146
+19.2%
1.65%
+20.7%
Q2 2016$3,060,00076,4501.37%
Other shareholders
ISHARES TR shareholders Q4 2020
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