SimpliFi, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SimpliFi, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,073,829
-2.7%
21,733
+1.4%
0.53%
+1.3%
Q2 2023$1,103,165
+4.8%
21,441
+1.9%
0.52%
+1.0%
Q1 2023$1,052,347
+1.4%
21,034
-4.4%
0.52%
-4.4%
Q4 2022$1,037,472
+7.2%
21,999
+1.8%
0.54%
+8.0%
Q3 2022$968,000
-6.4%
21,620
+0.4%
0.50%
-2.0%
Q2 2022$1,034,000
-14.5%
21,537
-3.9%
0.51%
-7.1%
Q1 2022$1,209,000
-4.9%
22,407
+0.6%
0.55%
-0.9%
Q4 2021$1,271,000
+10.5%
22,267
+7.4%
0.56%
+7.6%
Q3 2021$1,150,000
+7.2%
20,740
+8.2%
0.52%
+6.2%
Q2 2021$1,073,00019,1620.49%
Other shareholders
ISHARES TR shareholders Q4 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