Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 322 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,881,030
-3.3%
86,666
-4.4%
0.12%
-8.0%
Q1 2024$5,047,544
+3.0%
90,669
-1.6%
0.12%
-34.2%
Q4 2023$4,902,629
+6.9%
92,172
-0.7%
0.19%
-5.9%
Q3 2023$4,586,68192,8290.20%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Bell Investment Advisors, Inc 532,907$30,418,0008.34%
Strategic Wealth Partners Group, LLC 648,327$37,007,0006.42%
IronBridge Private Wealth, LLC 115,062$6,568,0003.42%
Fort Henry Capital, LLC 68,393$3,904,0003.26%
Consilium Wealth Advisory, LLC 87,332$4,985,0003.23%
Weaver Consulting Group 93,048$5,311,0002.56%
Madrona Financial Services, LLC 83,265$4,753,0002.01%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$3,287,0001.86%
NORTHWEST WEALTH MANAGEMENT, LLC 64,334$3,672,0001.71%
Integrity Financial Corp /WA 37,877$2,162,0001.60%
View complete list of ISHARES TR shareholders