Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,882
-4.0%
2000.0%0.00%0.0%
Q2 2023$10,290
+102800.0%
2000.0%0.00%
-20.0%
Q1 2023$10
+11.1%
2000.0%0.01%
+25.0%
Q4 2022$9
-99.9%
2000.0%0.00%
-42.9%
Q3 2022$9,000
-10.0%
2000.0%0.01%
+75.0%
Q2 2022$10,000
-68.8%
200
-66.1%
0.00%
-66.7%
Q1 2022$32,000
-5.9%
590
-1.7%
0.01%
-20.0%
Q4 2021$34,000
+3.0%
6000.0%0.02%0.0%
Q3 2021$33,000
-2.9%
6000.0%0.02%
-6.2%
Q2 2021$34,000
+6.2%
6000.0%0.02%
+6.7%
Q1 2021$32,000
-27.3%
600
-29.8%
0.02%
-25.0%
Q4 2020$44,000
-4.3%
855
-10.5%
0.02%
-23.1%
Q3 2020$46,000
-6.1%
955
-9.3%
0.03%
-13.3%
Q2 2020$49,000
-7.5%
1,053
-4.3%
0.03%
-11.8%
Q4 2019$53,0001,1000.03%
Other shareholders
ISHARES TR shareholders Q1 2022
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