Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,286
-79.4%
25
-80.0%
0.00%
Q1 2023$6,254
-1.8%
125
-7.4%
0.00%
Q4 2022$6,367
-54.5%
135
-57.1%
0.00%
Q3 2022$14,000
-6.7%
3150.0%0.00%
Q2 2022$15,000
-37.5%
315
-28.4%
0.00%
Q1 2022$24,000
-27.3%
440
-22.8%
0.00%
-100.0%
Q4 2021$33,000
+37.5%
570
+29.5%
0.00%
Q3 2021$24,000
-4.0%
4400.0%0.00%
Q2 2021$25,000
-99.9%
440
-50.0%
0.00%
Q1 2021$47,132,000
+151938.7%
880
+47.9%
0.00%
-100.0%
Q4 2020$31,000
+10.7%
595
-3.1%
0.00%0.0%
Q3 2019$28,000
+133.3%
614
+119.3%
0.00%
Q2 2019$12,000
-20.0%
280
-28.2%
0.00%
-100.0%
Q4 2016$15,0003900.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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