New Capital Management LP - 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
New Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$367,709
+58.7%
7,442
+60.7%
0.13%
+43.8%
Q1 2023$231,7394,6320.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 585,938$31,617,0006.02%
Consilium Wealth Advisory, LLC 110,771$5,977,0004.28%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 918,796$49,578,0003.27%
Fort Henry Capital, LLC 67,697$3,653,0003.15%
IronBridge Private Wealth, LLC 94,143$5,080,0003.13%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$3,287,0002.61%
Weaver Consulting Group 92,201$4,975,0002.41%
Integrity Financial Corp /WA 37,713$2,035,0001.67%
NORTHWEST WEALTH MANAGEMENT, LLC 62,250$3,359,0001.65%
CALTON & ASSOCIATES, INC. 95,646$5,161,0001.53%
View complete list of ISHARES TR shareholders