Capital Analysts, LLC - 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
Capital Analysts, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$83
-3.5%
1,686
+0.7%
0.01%0.0%
Q2 2023$86
+1.2%
1,674
-2.0%
0.01%0.0%
Q1 2023$850.0%1,708
-5.8%
0.01%0.0%
Q4 2022$85
-99.9%
1,813
+15.8%
0.01%0.0%
Q3 2022$70,000
-6.7%
1,566
+0.7%
0.01%0.0%
Q2 2022$75,000
-42.3%
1,555
-35.7%
0.01%
-37.5%
Q1 2022$130,000
-5.8%
2,4170.0%0.01%0.0%
Q4 2021$138,000
+3.8%
2,417
+0.6%
0.01%
-11.1%
Q3 2021$133,000
+64.2%
2,402
+65.5%
0.01%
+80.0%
Q2 2021$81,000
+3.8%
1,451
+0.2%
0.01%0.0%
Q1 2021$78,000
+1.3%
1,448
-1.5%
0.01%
-28.6%
Q4 2020$77,000
+13.2%
1,470
+4.5%
0.01%
+16.7%
Q3 2020$68,000
+4.6%
1,407
+0.5%
0.01%
-14.3%
Q2 2020$65,000
+12.1%
1,400
+0.4%
0.01%0.0%
Q1 2020$58,000
-25.6%
1,394
-14.3%
0.01%
-12.5%
Q4 2019$78,000
+21.9%
1,627
+16.6%
0.01%
+14.3%
Q3 2019$64,000
+12.3%
1,395
+12.2%
0.01%
+16.7%
Q2 2019$57,000
+32.6%
1,243
+27.1%
0.01%
+20.0%
Q1 2019$43,0009780.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders