M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 115 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$620
+5.6%
12,401
-0.3%
0.06%
+3.2%
Q4 2022$587
-99.9%
12,441
-0.3%
0.06%0.0%
Q3 2022$559,000
-9.8%
12,474
-3.4%
0.06%
-1.6%
Q2 2022$620,000
-7.2%
12,912
+4.2%
0.06%
+23.5%
Q1 2022$668,000
-2.8%
12,387
+1.0%
0.05%
-23.9%
Q2 2021$687,000
+12.3%
12,265
+7.3%
0.07%
+19.6%
Q1 2021$612,000
-0.5%
11,428
-3.0%
0.06%
-28.2%
Q4 2020$615,000
+7.7%
11,786
+0.0%
0.08%
-14.3%
Q3 2020$571,000
+4.0%
11,781
-0.4%
0.09%
-7.1%
Q2 2020$549,000
+12.3%
11,829
+0.1%
0.10%
+36.1%
Q1 2020$489,000
-15.0%
11,822
-1.6%
0.07%
-57.1%
Q4 2019$575,000
+8.3%
12,013
+4.1%
0.17%
+3.1%
Q3 2019$531,000
-3.1%
11,538
-3.1%
0.16%
-11.9%
Q2 2019$548,000
+3.4%
11,907
+0.5%
0.18%
+50.4%
Q1 2019$530,000
+9.7%
11,846
+1.3%
0.12%
-18.0%
Q4 2018$483,000
-8.3%
11,691
+0.0%
0.15%
+8.7%
Q3 2018$527,000
+4.6%
11,688
+2.8%
0.14%
-0.7%
Q2 2018$504,000
-0.4%
11,370
+0.2%
0.14%
-9.7%
Q1 2018$506,000
-70.8%
11,349
-47.5%
0.15%
-41.0%
Q4 2017$1,734,000
+242.0%
21,598
+91.1%
0.26%
+63.1%
Q3 2017$507,000
+1.0%
11,301
-1.8%
0.16%
-6.4%
Q2 2017$502,000
+29.0%
11,505
+25.4%
0.17%
+14.0%
Q1 2017$389,000
+8.1%
9,177
+3.5%
0.15%
+20.0%
Q4 2016$360,000
-1.4%
8,8630.0%0.12%
-24.7%
Q3 2016$365,000
+2.8%
8,8630.0%0.17%
-8.8%
Q2 2016$355,000
-3.8%
8,863
-5.2%
0.18%
-19.5%
Q1 2016$369,000
+1.7%
9,3450.0%0.23%
-7.0%
Q4 2015$363,0009,3450.24%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Bell Investment Advisors, Inc 490,929$23,565,0007.23%
Strategic Wealth Partners Group, LLC 427,638$20,527,0004.57%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,124,992$54,000,0004.00%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,764,0003.14%
ASPIRIANT, LLC 1,348,672$64,737,0003.12%
Fort Henry Capital, LLC 68,883$3,306,0003.09%
Paragon Advisors, LLC 106,095$5,093,0002.54%
Weaver Consulting Group 91,338$4,384,0002.45%
Consilium Wealth Advisory, LLC 39,427$1,892,0002.04%
CALTON & ASSOCIATES, INC. 73,342$3,520,0001.96%
View complete list of ISHARES TR shareholders