Tarbox Family Office, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$66,000
-5.7%
1,2300.0%0.01%
+8.3%
Q4 2021$70,000
+2.9%
1,2300.0%0.01%0.0%
Q3 2021$68,000
-1.4%
1,2300.0%0.01%0.0%
Q2 2021$69,000
+4.5%
1,2300.0%0.01%
-7.7%
Q1 2021$66,000
+3.1%
1,2300.0%0.01%0.0%
Q4 2020$64,000
-23.8%
1,230
-29.3%
0.01%
-35.0%
Q3 2020$84,000
-14.3%
1,740
-17.8%
0.02%
-20.0%
Q2 2020$98,000
+21.0%
2,117
+8.5%
0.02%
-3.8%
Q1 2020$81,000
+20.9%
1,951
+38.6%
0.03%
+44.4%
Q4 2019$67,000
+737.5%
1,408
+691.0%
0.02%
+800.0%
Q3 2019$8,000
+100.0%
178
+131.2%
0.00%
+100.0%
Q2 2019$4,000
-94.9%
77
-95.6%
0.00%
-96.6%
Q1 2019$78,000
+8.3%
1,7400.0%0.03%
-3.3%
Q4 2018$72,000
-8.9%
1,7400.0%0.03%
+3.4%
Q3 2018$79,000
+2533.3%
1,740
+2159.7%
0.03%
+2800.0%
Q2 2018$3,0000.0%770.0%0.00%0.0%
Q1 2018$3,000
-95.5%
77
-95.1%
0.00%
-97.1%
Q1 2017$67,000
+4.7%
1,5760.0%0.04%
-5.4%
Q4 2016$64,000
+540.0%
1,576
+565.0%
0.04%
+516.7%
Q3 2016$10,000
+11.1%
2370.0%0.01%0.0%
Q2 2016$9,0000.0%2370.0%0.01%
-14.3%
Q1 2016$9,0000.0%2370.0%0.01%0.0%
Q4 2015$9,0000.0%2370.0%0.01%
-12.5%
Q3 2015$9,0002370.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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