Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,509
-3.2%
152
+0.7%
0.00%0.0%
Q2 2023$7,760
+3.2%
151
+0.7%
0.00%
-50.0%
Q1 2023$7,516
+6.1%
1500.0%0.00%
+100.0%
Q4 2022$7,085
+1.2%
150
+0.7%
0.00%0.0%
Q3 2022$7,0000.0%149
+0.7%
0.00%0.0%
Q2 2022$7,000
-12.5%
148
+0.7%
0.00%0.0%
Q1 2022$8,0000.0%1470.0%0.00%0.0%
Q4 2021$8,0000.0%147
+0.7%
0.00%0.0%
Q3 2021$8,0000.0%146
+0.7%
0.00%0.0%
Q2 2021$8,0000.0%1450.0%0.00%0.0%
Q1 2021$8,0000.0%1450.0%0.00%
-50.0%
Q4 2020$8,000
+14.3%
145
+1.4%
0.00%0.0%
Q3 2020$7,0000.0%143
+0.7%
0.00%0.0%
Q2 2020$7,000
+16.7%
1420.0%0.00%0.0%
Q1 2020$6,000
-14.3%
1420.0%0.00%0.0%
Q4 2019$7,000
+16.7%
142
+1.4%
0.00%0.0%
Q3 2019$6,0000.0%140
+0.7%
0.00%0.0%
Q2 2019$6,0000.0%139
+0.7%
0.00%0.0%
Q1 2019$6,0000.0%138
+0.7%
0.00%0.0%
Q4 2018$6,0000.0%137
+0.7%
0.00%0.0%
Q3 2018$6,0000.0%136
+0.7%
0.00%0.0%
Q2 2018$6,0000.0%1350.0%0.00%0.0%
Q1 2018$6,0000.0%135
+3.1%
0.00%0.0%
Q4 2017$6,0000.0%131
+0.8%
0.00%0.0%
Q3 2017$6,000
-66.7%
130
-68.8%
0.00%
-71.4%
Q2 2017$18,0000.0%417
+0.5%
0.01%0.0%
Q1 2017$18,000
+5.9%
415
+0.5%
0.01%0.0%
Q4 2016$17,0000.0%4130.0%0.01%0.0%
Q3 2016$17,000
+6.2%
413
+0.7%
0.01%0.0%
Q2 2016$16,0000.0%410
+0.5%
0.01%
-22.2%
Q1 2016$16,0000.0%408
+0.5%
0.01%0.0%
Q4 2015$16,000
+6.7%
406
+0.2%
0.01%
-10.0%
Q3 2015$15,000
-16.7%
405
-10.4%
0.01%
-9.1%
Q2 2015$18,0000.0%452
+0.2%
0.01%0.0%
Q1 2015$18,000
+12.5%
451
+12.8%
0.01%0.0%
Q4 2014$16,0000.0%4000.0%0.01%
-8.3%
Q3 2014$16,0000.0%4000.0%0.01%
-7.7%
Q2 2014$16,000
+60.0%
400
+56.9%
0.01%
+62.5%
Q1 2014$10,0000.0%2550.0%0.01%0.0%
Q4 2013$10,000
+100.0%
255
+104.0%
0.01%
+60.0%
Q3 2013$5,0001250.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 585,938$31,617,0006.02%
Consilium Wealth Advisory, LLC 110,771$5,977,0004.28%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 918,796$49,578,0003.27%
Fort Henry Capital, LLC 67,697$3,653,0003.15%
IronBridge Private Wealth, LLC 94,143$5,080,0003.13%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$3,287,0002.61%
Weaver Consulting Group 92,201$4,975,0002.41%
Integrity Financial Corp /WA 37,713$2,035,0001.67%
NORTHWEST WEALTH MANAGEMENT, LLC 62,250$3,359,0001.65%
CALTON & ASSOCIATES, INC. 95,646$5,161,0001.53%
View complete list of ISHARES TR shareholders