LBMC INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,890,655
-6.1%
80,552
-0.0%
0.41%
+1.5%
Q2 2023$4,145,011
+1.4%
80,564
-1.4%
0.41%
-1.2%
Q1 2023$4,088,186
+4.3%
81,715
-1.7%
0.41%
-0.2%
Q4 2022$3,919,757
+4.8%
83,116
-0.5%
0.41%
-3.9%
Q3 2022$3,740,000
-2.0%
83,516
+5.0%
0.43%
+4.1%
Q2 2022$3,817,000
-11.0%
79,526
+0.1%
0.41%
+9.2%
Q1 2022$4,287,000
-6.4%
79,455
-1.0%
0.38%
-4.3%
Q4 2021$4,580,000
+4.5%
80,243
-31.1%
0.40%
-3.4%
Q3 2021$4,383,000
-1.0%
116,439
+47.2%
0.41%
-2.6%
Q2 2021$4,429,000
+1.6%
79,095
-2.9%
0.42%
-8.5%
Q1 2021$4,361,000
+1.3%
81,429
-1.2%
0.46%
-9.3%
Q4 2020$4,303,000
+9.4%
82,440
+1.5%
0.51%
-7.1%
Q3 2020$3,934,000
+3.8%
81,205
-0.6%
0.55%
-8.5%
Q2 2020$3,790,000
+11.8%
81,700
-0.3%
0.60%
-5.5%
Q1 2020$3,390,000
-13.7%
81,927
-0.3%
0.63%
+13.9%
Q4 2019$3,930,000
+1.9%
82,151
-1.8%
0.56%
-5.1%
Q3 2019$3,855,000
-0.5%
83,686
-0.6%
0.58%
-0.2%
Q2 2019$3,873,000
+1.9%
84,155
-1.0%
0.59%
-2.8%
Q1 2019$3,800,000
+9.2%
85,007
+1.0%
0.60%
-5.9%
Q4 2018$3,479,000
+1.7%
84,205
+11.1%
0.64%
+17.6%
Q3 2018$3,420,000
+2.4%
75,780
+0.7%
0.54%
-1.1%
Q2 2018$3,339,000
+0.5%
75,261
+1.0%
0.55%
-4.2%
Q1 2018$3,323,000
+1.7%
74,550
+2.5%
0.58%
+7.9%
Q4 2017$3,268,000
+0.3%
72,755
+0.1%
0.53%
-5.3%
Q3 2017$3,259,000
+4.0%
72,700
+1.2%
0.56%
+2.2%
Q2 2017$3,134,000
-0.1%
71,867
-2.8%
0.55%
-1.8%
Q1 2017$3,136,000
+11.5%
73,972
+6.7%
0.56%
+6.5%
Q4 2016$2,812,000
-1.4%
69,303
-0.0%
0.53%
-3.7%
Q3 2016$2,852,000
+8.4%
69,313
+5.5%
0.55%
+3.8%
Q2 2016$2,630,000
+3.7%
65,711
+2.2%
0.53%
+0.6%
Q1 2016$2,535,000
+4.4%
64,269
+3.0%
0.52%0.0%
Q4 2015$2,427,000
+9.0%
62,426
+7.0%
0.52%
+4.0%
Q3 2015$2,227,000
-6.3%
58,354
-0.4%
0.50%0.0%
Q2 2015$2,376,000
+2.1%
58,610
+2.8%
0.50%
-3.1%
Q1 2015$2,326,000
+20.1%
56,994
+18.1%
0.52%
+15.6%
Q4 2014$1,937,000
+11.3%
48,279
+9.4%
0.45%
+6.6%
Q3 2014$1,741,000
+64.1%
44,117
+68.2%
0.42%
+47.0%
Q2 2014$1,061,000
-35.6%
26,223
-37.7%
0.29%
-30.8%
Q1 2014$1,647,000
+2.7%
42,074
+1.0%
0.42%
-1.2%
Q4 2013$1,604,000
+8.1%
41,666
+3.5%
0.42%
-4.1%
Q3 2013$1,484,000
+15.3%
40,259
+10.9%
0.44%
-1.8%
Q2 2013$1,287,00036,3020.45%
Other shareholders
ISHARES TR shareholders Q3 2023
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