Boston Standard Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$277,0000.0%5,6160.0%0.07%0.0%
Q3 2023$277,000
-2.1%
5,616
+2.1%
0.07%
+1.4%
Q2 2023$283,000
+7.2%
5,502
+4.4%
0.07%
-5.3%
Q1 2023$264,000
+5.6%
5,270
-0.5%
0.08%
+2.7%
Q4 2022$250,000
-99.9%
5,294
-0.9%
0.07%
-7.5%
Q3 2022$239,000,000
-6.3%
5,344
+1.1%
0.08%
-2.4%
Q2 2022$255,000,000
-10.5%
5,286
+0.1%
0.08%0.0%
Q1 2022$285,000,000
-0.7%
5,281
+5.0%
0.08%
+2.5%
Q4 2021$287,000,000
+4.0%
5,029
+1.1%
0.08%
-2.4%
Q3 2021$276,000,000
-0.7%
4,975
+0.0%
0.08%
-2.4%
Q2 2021$278,000,000
-0.4%
4,973
-4.6%
0.08%
-7.7%
Q1 2021$279,000,000
+0.7%
5,213
-1.9%
0.09%
-11.7%
Q4 2020$277,000,0000.0%5,314
-6.9%
0.10%
-12.0%
Q3 2020$277,000,000
-8.0%
5,709
-12.1%
0.12%
-14.0%
Q2 2020$301,000,000
+10.3%
6,497
-3.6%
0.14%
-8.1%
Q1 2020$273,000,000
-1.8%
6,742
+16.1%
0.15%
+19.4%
Q4 2019$278,000,000
+7.3%
5,809
+3.3%
0.12%
-0.8%
Q3 2019$259,000,000
+22.7%
5,625
+22.1%
0.12%
+21.4%
Q2 2019$211,000,000
-1.9%
4,608
-3.7%
0.10%
-8.0%
Q1 2019$215,000,000
-2.7%
4,785
-3.0%
0.11%
-6.7%
Q3 2018$221,000,000
-16.3%
4,934
-16.8%
0.12%
-27.3%
Q1 2018$264,000,000
-12.0%
5,932
-11.1%
0.16%
-13.6%
Q4 2017$300,000,000
-10.4%
6,673
-10.4%
0.19%
-14.7%
Q3 2017$334,701,000
+0.8%
7,444
-2.1%
0.22%
-3.0%
Q2 2017$332,000,000
-11.9%
7,604
-14.4%
0.23%
-20.1%
Q1 2017$377,000,000
-15.3%
8,887
-19.0%
0.29%
-17.9%
Q4 2016$445,000,000
-3.5%
10,969
-2.0%
0.35%
-5.6%
Q3 2016$461,000,000
+6.5%
11,198
+3.5%
0.37%
-1.1%
Q2 2016$433,000,000
+23.7%
10,817
+21.9%
0.38%
+17.4%
Q1 2016$350,000,000
+25.9%
8,872
+20.6%
0.32%
+15.9%
Q3 2015$278,000,000
+19.8%
7,356
+5.4%
0.28%
+27.6%
Q2 2015$232,000,000
-14.7%
6,981
+6.3%
0.22%
-14.6%
Q1 2015$272,000,000
+11.5%
6,567
+6.9%
0.25%
+5.4%
Q4 2014$244,000,0006,1420.24%
Other shareholders
ISHARES TR shareholders Q2 2022
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