Founders Capital Management - ISHARES TR ownership

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ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Founders Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$18,031
+7.6%
3390.0%0.01%0.0%
Q3 2023$16,750
-4.0%
3390.0%0.01%0.0%
Q2 2023$17,442
+102500.0%
3390.0%0.01%0.0%
Q1 2023$17
+6.2%
3390.0%0.01%
+8.3%
Q4 2022$16
-99.9%
3390.0%0.01%0.0%
Q3 2022$15,000
-6.2%
3390.0%0.01%
-7.7%
Q2 2022$16,000
-15.8%
3390.0%0.01%
+8.3%
Q1 2022$19,0000.0%3390.0%0.01%0.0%
Q4 2021$19,0000.0%3390.0%0.01%
-7.7%
Q3 2021$19,0000.0%3390.0%0.01%
+8.3%
Q2 2021$19,000
+5.6%
3390.0%0.01%
-7.7%
Q1 2021$18,0000.0%3390.0%0.01%0.0%
Q4 2020$18,000
+28.6%
3390.0%0.01%
-13.3%
Q1 2020$14,000
-12.5%
3390.0%0.02%
+25.0%
Q4 2019$16,0000.0%3390.0%0.01%
-7.7%
Q3 2019$16,0000.0%3390.0%0.01%
-7.1%
Q2 2019$16,000
+6.7%
3390.0%0.01%0.0%
Q1 2019$15,000
+7.1%
3390.0%0.01%
-6.7%
Q4 2018$14,000
-6.7%
3390.0%0.02%
+25.0%
Q3 2018$15,0000.0%3390.0%0.01%
-7.7%
Q2 2018$15,0000.0%3390.0%0.01%0.0%
Q1 2018$15,0000.0%3390.0%0.01%
+8.3%
Q4 2017$15,0000.0%3390.0%0.01%0.0%
Q3 2017$15,0000.0%339
+0.9%
0.01%
-7.7%
Q2 2017$15,000
+15.4%
336
+13.1%
0.01%
+8.3%
Q1 2017$13,000–297–0.01%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders