TRUE Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TRUE Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,895,622
-3.2%
99,082
+0.8%
0.68%
-9.0%
Q2 2023$5,058,722
+10.4%
98,323
+7.3%
0.75%
+10.2%
Q1 2023$4,582,765
-9.6%
91,600
-14.8%
0.68%
-13.2%
Q4 2022$5,072,221
+7.7%
107,553
+2.3%
0.78%
+9.5%
Q3 2022$4,708,000
-9.9%
105,140
-3.4%
0.71%
-6.3%
Q2 2022$5,227,000
+0.6%
108,896
+8.1%
0.76%
+4.1%
Q1 2022$5,197,000
+110.7%
100,756
+133.2%
0.73%
+108.3%
Q4 2021$2,466,000
+37.1%
43,207
+33.2%
0.35%
+34.0%
Q3 2021$1,799,000
+7.2%
32,448
+8.2%
0.26%
+5.2%
Q2 2021$1,678,000
+3.4%
29,980
-1.1%
0.25%
-5.0%
Q1 2021$1,623,000
-1.1%
30,304
-3.6%
0.26%
-4.7%
Q4 2020$1,641,000
-8.0%
31,451
-14.6%
0.28%
-9.8%
Q3 2020$1,784,000
+2.0%
36,833
-2.4%
0.30%
-4.7%
Q2 2020$1,749,000
+65.3%
37,720
+47.5%
0.32%
+42.2%
Q1 2020$1,058,000
+368.1%
25,575
+440.1%
0.22%
+542.9%
Q4 2019$226,000
-6.2%
4,735
-9.7%
0.04%
-16.7%
Q3 2019$241,000
+24.9%
5,243
+24.4%
0.04%
+27.3%
Q2 2019$193,0004,2150.03%
Other shareholders
ISHARES TR shareholders Q1 2021
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