Burt Wealth Advisors - 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
Burt Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,305,681
-4.0%
66,903
-0.1%
1.02%
-2.2%
Q2 2023$3,444,902
+2.8%
66,956
+0.0%
1.04%
-0.3%
Q1 2023$3,349,645
+6.1%
66,953
+0.0%
1.04%
-1.5%
Q4 2022$3,157,210
+319.8%
66,947
+298.7%
1.06%
+250.0%
Q3 2022$752,000
-26.8%
16,790
-21.6%
0.30%
-15.4%
Q2 2022$1,028,000
-23.0%
21,421
-13.4%
0.36%
-10.8%
Q1 2022$1,335,000
-54.0%
24,735
-51.3%
0.40%
-57.8%
Q4 2021$2,900,000
+7.2%
50,810
+4.2%
0.95%
+9.7%
Q3 2021$2,706,000
-1.0%
48,785
+0.0%
0.86%
-12.6%
Q2 2021$2,732,000
+4.6%
48,781
+0.0%
0.99%
+2.5%
Q1 2021$2,613,000
+2.1%
48,779
-0.5%
0.96%
+9.2%
Q4 2020$2,559,000
+20.3%
49,023
+11.6%
0.88%
+10.8%
Q3 2020$2,128,000
+4.4%
43,928
+0.0%
0.80%
-3.6%
Q2 2020$2,038,000
+15.3%
43,923
+2.8%
0.83%
+4.0%
Q1 2020$1,767,000
+6.9%
42,706
+23.6%
0.79%
+23.1%
Q4 2019$1,653,000
-4.9%
34,550
-8.5%
0.64%
-9.8%
Q3 2019$1,738,000
+0.2%
37,742
+0.2%
0.72%
-5.9%
Q2 2019$1,734,000
+2.0%
37,674
-0.9%
0.76%
-0.9%
Q1 2019$1,700,000
-29.4%
38,020
-34.8%
0.77%
-32.7%
Q4 2018$2,409,000
+44.7%
58,318
+58.1%
1.14%
+50.7%
Q3 2018$1,665,000
+2.1%
36,886
+0.4%
0.76%
-3.2%
Q2 2018$1,630,000
-0.5%
36,749
+0.0%
0.78%
-6.4%
Q1 2018$1,638,000
-0.7%
36,746
+0.1%
0.83%
-18.7%
Q4 2017$1,650,000
-3.9%
36,722
-4.1%
1.03%
-8.7%
Q3 2017$1,717,000
+7.2%
38,304
+4.3%
1.12%
+1.5%
Q2 2017$1,601,000
+2.9%
36,714
+0.0%
1.11%
-1.3%
Q1 2017$1,556,000
+4.4%
36,711
+0.0%
1.12%
-15.7%
Q4 2016$1,490,000
-1.9%
36,706
-0.6%
1.33%
-17.9%
Q3 2016$1,519,000
+2.8%
36,918
+0.0%
1.62%
-1.0%
Q2 2016$1,477,000
+0.4%
36,912
-1.0%
1.64%
+22.2%
Q1 2016$1,471,000
-73.5%
37,284
-73.9%
1.34%
-69.8%
Q4 2015$5,554,000142,8684.44%
Other shareholders
ISHARES TR shareholders Q3 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