Polaris Wealth Advisory Group, 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
Polaris Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,993,990
-2.1%
40,356
+2.0%
0.15%
-1.3%
Q2 2023$2,036,134
+2.1%
39,575
-0.7%
0.15%
+4.8%
Q1 2023$1,993,445
+3.9%
39,845
+2.1%
0.15%
+2.8%
Q4 2022$1,917,743
+15.5%
39,042
+5.2%
0.14%
+3.6%
Q3 2022$1,660,000
-6.3%
37,118
+0.5%
0.14%
-2.8%
Q2 2022$1,772,000
-10.7%
36,916
-1.0%
0.14%
+7.6%
Q1 2022$1,984,000
-6.5%
37,279
+0.2%
0.13%
+8.2%
Q4 2021$2,123,000
-0.5%
37,191
-3.0%
0.12%
-4.7%
Q3 2021$2,133,000
-0.6%
38,342
+0.2%
0.13%
+0.8%
Q2 2021$2,146,000
+1.8%
38,268
-0.9%
0.13%
-5.9%
Q1 2021$2,108,000
-0.8%
38,611
-3.6%
0.14%
-15.1%
Q4 2020$2,125,000
+7.6%
40,057
-1.3%
0.16%
-14.5%
Q3 2020$1,975,000
-21.6%
40,587
-25.2%
0.19%
-6.5%
Q2 2020$2,520,000
+15.3%
54,240
+2.7%
0.20%
-16.0%
Q1 2020$2,185,000
-14.1%
52,805
+0.6%
0.24%
+39.4%
Q4 2019$2,544,000
+7.5%
52,497
+0.1%
0.17%
-11.9%
Q3 2019$2,367,000
-0.7%
52,436
+1.7%
0.19%
+6.6%
Q2 2019$2,383,000
+3.1%
51,574
+0.4%
0.18%
+4.0%
Q1 2019$2,311,000
+14.7%
51,349
+5.3%
0.17%
-8.4%
Q4 2018$2,015,000
+50.0%
48,780
+64.0%
0.19%
+104.3%
Q3 2018$1,343,000
-10.8%
29,751
-12.0%
0.09%
-26.8%
Q2 2018$1,506,0000.0%33,7900.0%0.13%
+3.3%
Q1 2018$1,506,000
-0.4%
33,790
+0.4%
0.12%
-0.8%
Q4 2017$1,512,000
+1.8%
33,649
+1.6%
0.12%
-5.3%
Q3 2017$1,485,000
+47.2%
33,132
+43.3%
0.13%
+13.9%
Q2 2017$1,009,000
+1.6%
23,126
-1.2%
0.12%
+6.5%
Q1 2017$993,000
-1.6%
23,414
-5.8%
0.11%
-7.7%
Q4 2016$1,009,000
+0.9%
24,854
+2.2%
0.12%
-1.7%
Q3 2016$1,000,000
+37.2%
24,309
+33.5%
0.12%
+5.3%
Q2 2016$729,000
+65.7%
18,213
+63.4%
0.11%
+63.8%
Q1 2016$440,000
+81.1%
11,146
+78.2%
0.07%
+76.9%
Q4 2015$243,000
+1329.4%
6,255
+1302.5%
0.04%
+875.0%
Q1 2014$17,0000.0%4460.0%0.00%0.0%
Q4 2013$17,000
-99.9%
446
-1.8%
0.00%
-20.0%
Q3 2013$16,739,000
+4.0%
4540.0%0.01%
-16.7%
Q2 2013$16,099,0004540.01%
Other shareholders
ISHARES TR shareholders Q1 2019
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