SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 170 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,874
-0.4%
1,090
+3.6%
0.01%0.0%
Q2 2023$54,108
+3.2%
1,052
+0.4%
0.01%0.0%
Q1 2023$52,439
+6.1%
1,0480.0%0.01%0.0%
Q4 2022$49,407
+14.9%
1,048
+8.4%
0.01%0.0%
Q3 2022$43,000
-15.7%
967
-9.7%
0.01%
-12.5%
Q2 2022$51,0000.0%1,071
+14.3%
0.01%
+14.3%
Q1 2022$51,000
-28.2%
937
-24.6%
0.01%
-22.2%
Q4 2021$71,000
-5.3%
1,242
-7.7%
0.01%
-10.0%
Q3 2021$75,000
-8.5%
1,345
-8.3%
0.01%
-9.1%
Q2 2021$82,000
+1.2%
1,467
-5.9%
0.01%
-8.3%
Q4 2020$81,000
+17.4%
1,559
+8.8%
0.01%0.0%
Q3 2020$69,000
+4.5%
1,433
+1.1%
0.01%0.0%
Q2 2020$66,000
-25.0%
1,417
-33.3%
0.01%
-40.0%
Q1 2020$88,000
-62.9%
2,123
-57.1%
0.02%
-70.6%
Q4 2019$237,000
+45.4%
4,952
+39.8%
0.07%
+38.8%
Q3 2019$163,000
+48.2%
3,542
+48.6%
0.05%
+32.4%
Q2 2019$110,000
+182.1%
2,384
+149.4%
0.04%
+131.2%
Q4 2018$39,000
+21.9%
956
+34.5%
0.02%
+23.1%
Q3 2018$32,0007110.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders