Madrona Financial Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Madrona Financial Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$345,613
-35.1%
6,908
-38.8%
0.18%
-39.3%
Q4 2022$532,583
-22.5%
11,293
-12.5%
0.30%
-9.5%
Q1 2022$687,000
-85.5%
12,911
-84.5%
0.34%
-83.2%
Q4 2021$4,753,000
+2.8%
83,265
-0.1%
2.01%
-8.4%
Q3 2021$4,622,000
+4.0%
83,333
+5.0%
2.19%
-3.9%
Q2 2021$4,445,000
+6.9%
79,382
+2.2%
2.28%
+7.0%
Q1 2021$4,159,000
+10.1%
77,644
+7.3%
2.13%
+1.1%
Q4 2020$3,779,000
+7.0%
72,394
-0.7%
2.11%
-4.8%
Q3 2020$3,532,000
+7.0%
72,922
+2.5%
2.22%
-2.8%
Q2 2020$3,300,000
+18.4%
71,129
+5.6%
2.28%
-1.5%
Q1 2020$2,788,000
-23.9%
67,381
-12.0%
2.32%
-13.0%
Q4 2019$3,662,000
+1.3%
76,543
-2.4%
2.66%
+0.2%
Q3 2019$3,614,000
+0.2%
78,463
+0.1%
2.65%
-20.7%
Q2 2019$3,608,000
-32.4%
78,394
-34.3%
3.35%
-42.7%
Q1 2019$5,336,000
+8.7%
119,375
+0.4%
5.84%
+34.8%
Q4 2018$4,911,000
-8.0%
118,877
+0.5%
4.34%
+7.0%
Q3 2018$5,336,000
+6.6%
118,234
+4.7%
4.05%
+0.7%
Q2 2018$5,007,000
-6.2%
112,880
-5.8%
4.03%
-5.3%
Q1 2018$5,340,000
+8.2%
119,803
+9.0%
4.25%
+2.0%
Q4 2017$4,936,000
-2.7%
109,874
-2.9%
4.17%
-10.6%
Q3 2017$5,075,000
+16.1%
113,201
+12.9%
4.67%
+5.2%
Q2 2017$4,373,000
+9.5%
100,265
+6.4%
4.44%
+3.8%
Q1 2017$3,994,000
+33.9%
94,222
+28.2%
4.28%
+29.7%
Q4 2016$2,983,000
-0.1%
73,517
+1.3%
3.30%
+3.8%
Q3 2016$2,985,000
-0.8%
72,543
-3.5%
3.18%
-0.7%
Q2 2016$3,008,000
+4.3%
75,145
+2.8%
3.20%
+7.2%
Q1 2016$2,884,000
+0.3%
73,108
-1.1%
2.98%
+3.4%
Q4 2015$2,874,000
+173.7%
73,920
+168.6%
2.88%
+154.3%
Q3 2015$1,050,000
-10.9%
27,521
-5.3%
1.13%
-5.9%
Q2 2015$1,179,000
-2.9%
29,076
-2.2%
1.20%
-1.2%
Q1 2015$1,214,000
+9.2%
29,745
+7.3%
1.22%
+3.3%
Q4 2014$1,112,00027,7251.18%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 130,675$6,537,6705.58%
Wealth Quarterback LLC 99,348$4,970,3864.22%
Strategic Wealth Partners Group, LLC 338,553$16,9272.77%
Fort Henry Capital, LLC 65,115$3,257,6782.73%
Bell Investment Advisors, Inc 211,033$10,557,9912.47%
UNIQUE WEALTH, LLC 84,218$4,213,4152.04%
Weaver Consulting Group 86,555$4,330,3561.98%
VIEWPOINT INVESTMENT PARTNERS CORP 43,830$2,192,8151.74%
Worth Financial Advisory Group, LLC 34,746$1,738,3181.66%
Integrity Financial Corp /WA 33,619$1,681,9591.36%
View complete list of ISHARES TR shareholders