NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,759,822
-3.9%
55,856
+0.1%
0.99%
-4.5%
Q2 2023$2,872,038
-1.3%
55,822
-4.0%
1.04%
-6.3%
Q1 2023$2,909,979
+3.4%
58,165
-2.6%
1.11%
-7.8%
Q4 2022$2,815,363
+6.6%
59,698
+1.2%
1.20%
+3.3%
Q3 2022$2,642,000
-8.5%
58,995
-1.9%
1.17%
-6.7%
Q2 2022$2,886,000
-14.1%
60,122
-3.4%
1.25%
-24.0%
Q1 2022$3,359,000
-8.5%
62,250
-3.2%
1.65%
-3.6%
Q4 2021$3,672,000
+4.7%
64,334
+1.8%
1.71%
-2.0%
Q3 2021$3,507,000
-0.6%
63,226
+0.3%
1.74%
-6.8%
Q2 2021$3,529,000
+5.1%
63,017
+0.5%
1.87%
-11.3%
Q1 2021$3,359,000
+3.2%
62,710
+0.6%
2.11%
-6.2%
Q4 2020$3,254,000
+11.7%
62,337
+3.7%
2.25%
-7.1%
Q3 2020$2,913,000
+7.1%
60,126
+2.6%
2.42%
+1.9%
Q2 2020$2,719,000
+15.3%
58,614
+2.9%
2.37%
-0.6%
Q1 2020$2,358,000
-13.2%
56,987
+0.3%
2.39%
-4.2%
Q4 2019$2,717,000
+26.1%
56,789
+21.5%
2.49%
+40.8%
Q3 2019$2,154,000
+11.1%
46,755
+11.0%
1.77%
+13.1%
Q2 2019$1,938,000
-0.4%
42,116
-3.2%
1.56%
+6.6%
Q1 2019$1,945,000
+23.3%
43,513
+14.0%
1.47%
+9.8%
Q4 2018$1,577,000
+7.8%
38,178
+17.8%
1.34%
+21.9%
Q3 2018$1,463,000
+3.0%
32,414
+1.2%
1.10%
+2.5%
Q2 2018$1,421,000
+3.0%
32,025
+3.5%
1.07%
+4.2%
Q1 2018$1,380,000
+10.8%
30,955
+11.7%
1.02%
+1.1%
Q4 2017$1,245,000
+8.0%
27,713
+7.8%
1.01%
-37.1%
Q3 2017$1,153,000
+3.7%
25,712
+0.9%
1.61%
+58.9%
Q2 2017$1,112,000
+15.5%
25,492
+12.3%
1.02%
+13.9%
Q1 2017$963,000
+20.5%
22,710
+15.3%
0.89%
+9.5%
Q4 2016$799,00019,6960.81%
Other shareholders
ISHARES TR shareholders Q2 2018
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