Winslow, Evans & Crocker, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Winslow, Evans & Crocker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$8,0000.0%1650.0%0.00%0.0%
Q2 2020$8,0000.0%165
-0.6%
0.00%
-33.3%
Q1 2020$8,0000.0%1660.0%0.00%
+50.0%
Q4 2019$8,0000.0%1660.0%0.00%0.0%
Q3 2019$8,0000.0%1660.0%0.00%0.0%
Q2 2019$8,0000.0%1660.0%0.00%0.0%
Q1 2019$8,0000.0%1660.0%0.00%
-33.3%
Q4 2018$8,000
-75.0%
166
-75.1%
0.00%
-70.0%
Q3 2018$32,000
+6.7%
6660.0%0.01%
+11.1%
Q2 2018$30,000
-99.9%
6660.0%0.01%
-10.0%
Q1 2018$29,640,000
-0.8%
6660.0%0.01%0.0%
Q4 2017$29,872,000
-31.0%
666
-31.1%
0.01%
-28.6%
Q3 2017$43,262,000
+2.8%
966
+0.1%
0.01%
+16.7%
Q2 2017$42,084,000
-2.2%
965
-5.0%
0.01%
-14.3%
Q1 2017$43,026,000
+4.5%
1,0160.0%0.01%
+7.7%
Q4 2016$41,190,000
-50.7%
1,016
-58.2%
0.01%
+8.3%
Q3 2016$83,536,000
+95.9%
2,428
+127.8%
0.01%
-7.7%
Q2 2016$42,632,000
+1.5%
1,066
+0.1%
0.01%0.0%
Q1 2016$42,014,000
-0.9%
1,065
-2.3%
0.01%
+8.3%
Q4 2015$42,380,000
+48.1%
1,090
+45.3%
0.01%
+33.3%
Q3 2015$28,620,000
-40.7%
750
-37.1%
0.01%
-35.7%
Q2 2015$48,284,000
+83.1%
1,192
+84.5%
0.01%
+100.0%
Q1 2015$26,370,000
+31.5%
646
+29.2%
0.01%
+16.7%
Q4 2014$20,060,000
+1.6%
5000.0%0.01%0.0%
Q3 2014$19,736,0005000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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