Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$341,000
+6.2%
7,398
-4.9%
0.06%
-11.6%
Q4 2018$321,000
-95.0%
7,777
-97.3%
0.07%
-14.8%
Q3 2018$6,414,000
-17.1%
287,603
-15.9%
0.08%
-6.9%
Q2 2018$7,733,000
+2316.6%
341,952
+4626.4%
0.09%
+42.6%
Q1 2018$320,000
-5.0%
7,235
-2.3%
0.06%
-3.2%
Q4 2017$337,000
+17.0%
7,407
+15.5%
0.06%
+5.0%
Q3 2017$288,000
+5.5%
6,414
+1.6%
0.06%
-1.6%
Q2 2017$273,000
+3.0%
6,3150.0%0.06%
-7.6%
Q1 2017$265,0006,3150.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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