Relative Value Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$974,431
-48.4%
18,939
-49.8%
0.06%
-1.6%
Q1 2023$1,888,336
+112.2%
37,744
+100.0%
0.06%
+1.6%
Q4 2022$890,005
+6.3%
18,872
+1.0%
0.06%
-8.7%
Q3 2022$837,000
-10.3%
18,6930.0%0.07%
-1.4%
Q2 2022$933,000
-6.7%
18,693
+0.9%
0.07%
+1.4%
Q1 2022$1,000,000
-5.4%
18,5240.0%0.07%
-8.0%
Q4 2021$1,057,000
+7.0%
18,524
+4.0%
0.08%
+1.4%
Q3 2021$988,00017,8060.07%
Other shareholders
ISHARES TR shareholders Q3 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