Stonehearth Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stonehearth Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$429,658
+111.7%
8,588
+103.4%
0.12%
-0.9%
Q2 2022$203,000
-13.2%
4,223
-2.8%
0.12%
-4.1%
Q1 2022$234,000
-10.7%
4,343
-5.3%
0.12%
-11.0%
Q4 2021$262,000
+26.0%
4,587
+22.2%
0.14%
+25.9%
Q3 2021$208,000
-19.4%
3,755
-18.6%
0.11%
-15.0%
Q2 2021$258,000
-26.3%
4,615
-29.4%
0.13%
-33.2%
Q1 2021$350,000
+4.5%
6,537
+1.7%
0.19%
+0.5%
Q4 2020$335,000
-1.5%
6,427
-8.3%
0.19%
-16.0%
Q3 2020$340,000
-99.9%
7,009
-4.0%
0.22%
-3.4%
Q2 2020$350,304,000
+100852.2%
7,298
-13.0%
0.23%
-17.4%
Q1 2020$347,000
-12.6%
8,390
+1.1%
0.28%
+7.2%
Q4 2019$397,000
+1.8%
8,302
-2.1%
0.26%
-7.7%
Q3 2019$390,000
-7.4%
8,478
-7.4%
0.28%
-7.5%
Q2 2019$421,000
-17.1%
9,152
-19.5%
0.31%
-20.6%
Q1 2019$508,000
-1.2%
11,370
-8.5%
0.39%
-10.6%
Q4 2018$514,000
-8.5%
12,433
-0.2%
0.43%
+1.4%
Q3 2018$562,000
-20.6%
12,456
-21.9%
0.43%
-22.6%
Q2 2018$708,000
-49.8%
15,953
-49.6%
0.55%
-49.4%
Q1 2018$1,411,000
+5.5%
31,664
+6.4%
1.09%
+7.6%
Q4 2017$1,337,000
+2.1%
29,759
+1.9%
1.02%
-0.8%
Q3 2017$1,310,000
-13.6%
29,214
-16.0%
1.02%
-14.7%
Q2 2017$1,516,000
+1.6%
34,767
-1.2%
1.20%
+3.5%
Q1 2017$1,492,000
+0.6%
35,198
-3.7%
1.16%
+0.1%
Q4 2016$1,483,000
-0.5%
36,550
+0.9%
1.16%
-0.3%
Q3 2016$1,491,000
-6.8%
36,239
-9.3%
1.16%
-7.6%
Q2 2016$1,599,000
+6.5%
39,943
+4.9%
1.26%
-4.2%
Q1 2016$1,502,000
+2.5%
38,083
+1.1%
1.31%
+33.8%
Q4 2015$1,465,000
-11.3%
37,682
-12.9%
0.98%
-17.4%
Q3 2015$1,652,000
-4.7%
43,283
+1.2%
1.19%
-0.8%
Q2 2015$1,734,000
+0.9%
42,780
+1.6%
1.20%
+10.8%
Q1 2015$1,719,0000.0%42,125
-1.7%
1.08%
-14.7%
Q4 2014$1,719,00042,8351.26%
Other shareholders
ISHARES TR shareholders Q2 2021
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