Summit Financial Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 96 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$421,117
-3.5%
8,4800.0%0.10%
+2.0%
Q2 2023$436,296
+2.8%
8,4800.0%0.10%0.0%
Q1 2023$424,254
+6.1%
8,4800.0%0.10%
+4.1%
Q4 2022$399,917
+2.5%
8,4800.0%0.10%
-13.4%
Q3 2022$390,000
-6.0%
8,4800.0%0.11%
+13.1%
Q2 2022$415,000
-9.4%
8,4800.0%0.10%
+6.5%
Q1 2022$458,000
-5.6%
8,4800.0%0.09%
-1.1%
Q4 2021$485,000
+3.2%
8,4800.0%0.09%
-12.1%
Q3 2021$470,000
-1.1%
8,4800.0%0.11%0.0%
Q2 2021$475,000
+7.2%
8,4800.0%0.11%
-5.3%
Q1 2021$443,000
+7.8%
8,4800.0%0.11%
+0.9%
Q4 2020$411,000
-55.7%
8,480
-56.3%
0.11%
-54.7%
Q3 2020$927,000
+1.8%
19,3830.0%0.25%
+1.6%
Q2 2020$911,000
-38.7%
19,383
-45.5%
0.24%
-48.1%
Q1 2020$1,486,000
-53.6%
35,537
-47.0%
0.47%
-39.8%
Q4 2019$3,203,000
+4.1%
67,0540.0%0.78%
+3.0%
Q3 2019$3,076,000
-27.6%
67,054
-27.3%
0.76%
-27.3%
Q2 2019$4,246,000
-27.8%
92,267
-29.5%
1.04%
-33.1%
Q1 2019$5,877,000
+3.8%
130,913
-4.5%
1.55%
-15.5%
Q4 2018$5,660,000
+2027.8%
137,022
+2143.0%
1.84%
+1649.5%
Q2 2017$266,000
-48.8%
6,109
-50.2%
0.10%
-53.7%
Q1 2017$520,000
+4.4%
12,2620.0%0.23%
+3.7%
Q4 2016$498,000
-1.4%
12,2620.0%0.22%0.0%
Q3 2016$505,000
+5.0%
12,262
+2.1%
0.22%
+9.0%
Q2 2016$481,000
+1.1%
12,015
-0.3%
0.20%
-3.4%
Q1 2016$476,000
+1.5%
12,0550.0%0.21%
-3.3%
Q4 2015$469,00012,0550.22%
Other shareholders
ISHARES TR shareholders Q2 2016
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