WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 110 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$76,712
+2.8%
1,4910.0%0.01%
+37.5%
Q1 2023$74,595
-79.3%
1,491
-82.1%
0.01%
-83.0%
Q1 2020$360,000
-11.3%
8,3120.0%0.05%
-2.1%
Q4 2019$406,000
+88.0%
8,312
+80.2%
0.05%
+60.0%
Q3 2019$216,000
+3.8%
4,612
+0.5%
0.03%
-3.2%
Q2 2019$208,000
-64.3%
4,591
-64.9%
0.03%
-75.8%
Q1 2018$583,000
-18.9%
13,070
-18.3%
0.13%
-33.3%
Q4 2017$719,000
-2.7%
16,002
-2.9%
0.19%
-7.2%
Q3 2017$739,000
-99.6%
16,483
+229.7%
0.21%
+213.6%
Q3 2016$203,950,000
+1.9%
5,0000.0%0.07%
+153.8%
Q2 2016$200,150,000
+3.0%
5,0000.0%0.03%
-18.8%
Q4 2015$194,400,0005,0000.03%
Other shareholders
ISHARES TR shareholders Q4 2016
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