StrategIQ Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,370,654
-2.2%
47,979
+1.8%
0.27%
-1.1%
Q2 2023$2,424,912
+1.3%
47,131
-1.5%
0.28%
+0.4%
Q1 2023$2,394,737
+4.0%
47,866
-1.9%
0.28%
+3.4%
Q4 2022$2,302,069
+6.6%
48,814
+1.2%
0.27%
-2.6%
Q3 2022$2,160,000
-7.3%
48,230
-0.7%
0.27%
-2.8%
Q2 2022$2,331,000
-17.4%
48,567
-7.1%
0.28%
-7.8%
Q1 2022$2,821,000
-1.5%
52,274
+4.2%
0.31%
+6.6%
Q4 2021$2,864,000
+1.4%
50,179
-1.4%
0.29%
-48.9%
Q3 2021$2,824,000
-5.3%
50,903
-4.4%
0.56%
-4.6%
Q2 2021$2,983,000
+9.7%
53,273
+5.0%
0.59%
+3.0%
Q1 2021$2,719,000
+7.5%
50,759
+4.7%
0.57%
+1.1%
Q4 2020$2,530,000
+12.9%
48,474
+4.8%
0.57%
+0.7%
Q3 2020$2,241,000
+2.2%
46,259
-2.2%
0.56%
-4.9%
Q2 2020$2,193,000
+8.0%
47,282
-3.7%
0.59%
-6.0%
Q1 2020$2,031,000
-14.1%
49,083
-0.7%
0.63%
+3.1%
Q4 2019$2,365,000
+14.3%
49,432
+10.1%
0.61%
+4.5%
Q3 2019$2,069,000
+7.1%
44,913
+7.0%
0.58%
+4.5%
Q2 2019$1,932,000
+10.9%
41,971
+7.7%
0.56%
+4.3%
Q1 2019$1,742,000
+9.0%
38,971
+0.7%
0.54%
-2.2%
Q4 2018$1,598,000
-3.3%
38,682
+5.6%
0.55%
+4.6%
Q3 2018$1,653,000
+11.2%
36,626
+9.3%
0.52%
+1.9%
Q2 2018$1,486,000
+9.6%
33,509
+10.2%
0.51%
-4.3%
Q1 2018$1,356,000
-1.8%
30,418
-1.1%
0.54%
-0.2%
Q4 2017$1,381,000
+11.8%
30,746
+11.6%
0.54%
+8.2%
Q3 2017$1,235,000
+13.4%
27,540
+10.3%
0.50%
+7.6%
Q2 2017$1,089,000
+16.8%
24,975
+13.6%
0.46%
+9.2%
Q1 2017$932,000
+4.4%
21,991
-0.1%
0.42%
-5.2%
Q4 2016$893,000
+9.2%
22,003
+10.6%
0.45%
-0.7%
Q3 2016$818,000
+20.3%
19,888
+17.1%
0.45%
+12.5%
Q2 2016$680,000
+7.9%
16,977
+6.4%
0.40%
-32.1%
Q1 2016$630,000
+40.3%
15,958
+38.2%
0.59%
+27.8%
Q4 2015$449,00011,5480.46%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders