Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,697,813
+184.9%
13,809
+122.7%
0.12%
+177.3%
Q4 2022$595,858
-27.8%
6,200
-32.4%
0.04%
-18.5%
Q1 2022$825,000
-48.6%
9,178
-81.4%
0.05%
-46.5%
Q4 2021$1,606,000
+501.5%
49,399
+926.8%
0.10%
+461.1%
Q3 2021$267,000
-81.1%
4,811
-89.5%
0.02%
-80.9%
Q2 2021$1,412,000
+383.6%
45,777
+740.9%
0.09%
+347.6%
Q1 2021$292,000
-68.1%
5,444
-62.8%
0.02%
-66.7%
Q4 2020$916,000
+36.5%
14,651
+86.9%
0.06%
+10.5%
Q3 2020$671,000
+117.9%
7,839
+86.0%
0.06%
+96.6%
Q2 2020$308,000
-80.3%
4,214
-87.8%
0.03%
-83.3%
Q3 2018$1,560,000
+33.1%
34,563
+30.4%
0.17%
+22.5%
Q2 2018$1,172,000
+185.9%
26,501
+188.2%
0.14%
+167.9%
Q1 2018$410,0009,1960.05%
Other shareholders
ISHARES TR shareholders Q3 2020
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