Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders