JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$82,713
-30.4%
1,674
-27.6%
0.01%
-28.6%
Q2 2023$118,901
-5.7%
2,311
-8.3%
0.01%
-12.5%
Q1 2023$126,126
-6.5%
2,521
-11.8%
0.02%
-15.8%
Q4 2022$134,833
-10.1%
2,859
-14.7%
0.02%
-17.4%
Q3 2022$150,000
-5.7%
3,350
+1.4%
0.02%
-4.2%
Q2 2022$159,000
-10.2%
3,303
+0.5%
0.02%
+4.3%
Q1 2022$177,000
+1.7%
3,288
+7.8%
0.02%
+9.5%
Q4 2021$174,000
+9.4%
3,050
+6.2%
0.02%0.0%
Q3 2021$159,000
+1.9%
2,872
+2.9%
0.02%0.0%
Q2 2021$156,0000.0%2,792
-4.4%
0.02%
-8.7%
Q1 2021$156,000
-17.0%
2,919
-19.1%
0.02%
-25.8%
Q4 2020$188,000
-75.8%
3,608
-77.5%
0.03%
-80.3%
Q3 2020$777,000
-2.8%
16,046
-6.8%
0.16%
-8.2%
Q2 2020$799,000
+343.9%
17,222
+297.0%
0.17%
+297.7%
Q1 2020$180,000
-84.0%
4,338
-81.6%
0.04%
-80.0%
Q4 2019$1,127,000
+3.0%
23,565
-0.8%
0.22%
-3.6%
Q3 2019$1,094,000
-3.2%
23,750
-3.3%
0.22%
-3.0%
Q2 2019$1,130,000
+5.2%
24,558
+2.2%
0.23%
-0.4%
Q1 2019$1,074,000
+531.8%
24,026
+484.7%
0.23%
+492.3%
Q4 2018$170,000
+14.9%
4,109
+22.9%
0.04%
+25.8%
Q2 2018$148,000
+8.0%
3,343
+8.6%
0.03%
+6.9%
Q1 2018$137,000
+21.2%
3,077
+22.5%
0.03%
+20.8%
Q4 2017$113,000
-8.9%
2,512
-8.9%
0.02%
-14.3%
Q3 2017$124,000
+6.0%
2,756
+2.5%
0.03%
+3.7%
Q2 2017$117,000
-8.6%
2,688
-10.9%
0.03%
-10.0%
Q1 2017$128,000
+33.3%
3,018
+27.3%
0.03%
+30.4%
Q4 2016$96,0002,3710.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 132,223$6,235,6375.32%
Arden Trust Co 514,670$24,271,8374.93%
Wealth Quarterback LLC 98,743$4,656,7153.86%
Strategic Wealth Partners Group, LLC 348,757$16,4473.49%
Affiance Financial, LLC 154,371$7,280,1362.95%
Fort Henry Capital, LLC 69,115$3,259,4632.95%
Strategic Family Wealth Counselors, L.L.C. 119,145$5,618,8782.78%
Bell Investment Advisors, Inc 229,188$10,808,4922.69%
Worth Financial Advisory Group, LLC 39,319$1,854,2612.15%
UNIQUE WEALTH, LLC 85,185$4,017,3142.14%
View complete list of ISHARES TR shareholders