Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 279 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$491,185
-12.0%
9,941
-8.4%
0.06%
-10.4%
Q2 2023$558,386
+1.6%
10,853
+0.4%
0.07%
-5.6%
Q1 2023$549,674
+5.7%
10,807
-2.0%
0.07%
+6.0%
Q4 2022$519,891
-10.8%
11,024
-15.4%
0.07%
-18.3%
Q3 2022$583,000
-4.3%
13,026
+2.6%
0.08%
-10.9%
Q2 2022$609,000
-33.4%
12,701
-20.7%
0.09%
-34.3%
Q1 2022$914,0000.0%16,0240.0%0.14%0.0%
Q4 2021$914,000
-5.2%
16,024
-7.8%
0.14%
-14.1%
Q3 2021$964,000
-2.7%
17,386
-1.8%
0.16%
-4.1%
Q2 2021$991,000
-7.0%
17,711
-11.1%
0.17%
-14.6%
Q1 2021$1,066,000
+28.3%
19,919
+25.1%
0.20%
+11.8%
Q4 2020$831,000
+14.5%
15,925
+6.2%
0.18%
-1.1%
Q3 2020$726,000
+6.0%
14,994
+1.4%
0.18%
+3.4%
Q2 2020$685,000
+14.9%
14,787
+18.6%
0.17%
+1.8%
Q4 2019$596,000
+8.0%
12,468
+4.0%
0.17%
-7.6%
Q3 2019$552,000
-6.0%
11,990
-6.1%
0.18%
-16.7%
Q2 2019$587,000
-1.5%
12,767
-4.4%
0.22%
-1.3%
Q1 2019$596,000
+6.6%
13,355
-1.4%
0.22%
-1.7%
Q4 2018$559,000
+110.9%
13,542
+94.8%
0.23%
-52.3%
Q3 2015$265,000
-8.3%
6,952
-2.5%
0.48%
+13.5%
Q2 2015$289,000
-3.0%
7,129
-2.4%
0.42%
-1.4%
Q1 2015$298,000
+2.8%
7,303
+1.1%
0.43%
+44.9%
Q4 2014$290,0007,2210.30%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders