Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$780,746
-6.4%
15,801
-1.8%
0.16%
-1.3%
Q2 2023$833,923
+4.4%
16,083
+0.3%
0.16%
-5.4%
Q1 2023$798,943
+9.8%
16,033
+4.0%
0.17%0.0%
Q4 2022$727,319
+5.4%
15,422
+0.1%
0.17%
-6.2%
Q3 2022$690,000
-8.7%
15,400
-2.2%
0.18%
-6.3%
Q2 2022$756,000
-8.3%
15,740
+2.4%
0.19%
+3.3%
Q1 2022$824,000
-11.0%
15,370
-5.2%
0.18%
-13.2%
Q4 2021$926,000
+1.6%
16,214
-1.3%
0.21%
-1.4%
Q3 2021$911,000
-3.3%
16,420
-2.3%
0.22%
-8.9%
Q2 2021$942,000
-10.9%
16,815
-12.5%
0.24%
-16.0%
Q1 2021$1,057,000
-4.8%
19,224
-8.1%
0.28%
+10.2%
Q4 2020$1,110,000
+5.9%
20,925
-3.3%
0.26%
-9.3%
Q3 2020$1,048,000
+1.3%
21,636
-3.0%
0.28%
-8.8%
Q2 2020$1,035,000
+10.9%
22,304
-1.1%
0.31%
-15.4%
Q1 2020$933,000
-0.3%
22,547
+15.3%
0.36%
+12.7%
Q4 2019$936,000
+2.7%
19,556
-1.1%
0.32%
-5.0%
Q3 2019$911,000
-4.4%
19,773
-4.5%
0.34%
-2.0%
Q2 2019$953,000
+3.9%
20,709
+1.0%
0.35%
+2.7%
Q1 2019$917,000
+19.7%
20,507
+10.6%
0.34%
+9.7%
Q4 2018$766,000
-13.8%
18,547
-5.8%
0.31%
-4.6%
Q3 2018$889,000
-2.1%
19,690
-3.8%
0.32%
+0.9%
Q2 2018$908,000
-12.3%
20,465
-8.5%
0.32%
-25.8%
Q1 2018$1,035,000
+13.9%
22,355
+10.5%
0.43%
+27.5%
Q4 2017$909,000
-11.1%
20,228
-11.3%
0.34%
-12.0%
Q3 2017$1,023,000
+12.2%
22,803
+9.0%
0.38%
+6.7%
Q2 2017$912,000
-2.0%
20,912
-4.8%
0.36%
+2.6%
Q1 2017$931,000
+15.8%
21,964
+10.7%
0.35%
+3.5%
Q4 2016$804,000
+1.1%
19,834
+2.6%
0.34%
+3.4%
Q3 2016$795,000
+8.0%
19,334
+5.2%
0.33%
-15.2%
Q2 2016$736,000
-99.9%
18,387
-9.8%
0.39%
+4.0%
Q1 2016$793,309,000
+108275.5%
20,386
+8.3%
0.37%
+11.7%
Q4 2015$732,000
+19.0%
18,823
+16.7%
0.33%
-27.6%
Q3 2015$615,000
-1.0%
16,127
+5.3%
0.46%
+3.8%
Q2 2015$621,000
-99.9%
15,310
+26.4%
0.44%
+30.3%
Q1 2015$494,330,000
+110488.4%
12,110
+8.8%
0.34%
+3.3%
Q4 2014$447,000
+39.3%
11,130
+36.6%
0.33%
+29.0%
Q3 2014$321,000
-99.8%
8,145
+109.2%
0.26%
+109.0%
Q2 2014$157,590,000
+60.9%
3,894
+55.6%
0.12%
+48.8%
Q1 2014$97,968,0002,5030.08%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders