SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 199 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$660,000
-10.9%
14,733
-4.6%
0.18%
-6.9%
Q2 2022$741,000
-17.7%
15,437
-7.5%
0.19%
-6.0%
Q1 2022$900,000
+4.7%
16,687
+10.8%
0.20%
+9.2%
Q4 2021$860,000
+253.9%
15,060
+223.7%
0.18%
+201.6%
Q4 2020$243,000
-41.6%
4,653
-45.8%
0.06%
-32.2%
Q3 2020$416,000
-31.6%
8,590
-34.5%
0.09%
-33.8%
Q2 2020$608,000
-21.8%
13,110
-30.2%
0.14%
-38.5%
Q1 2020$777,000
-13.4%
18,783
+0.1%
0.22%
+7.8%
Q4 2019$897,000
-10.7%
18,759
-14.0%
0.20%
-30.0%
Q3 2019$1,005,000
+9.1%
21,822
+9.1%
0.29%
+13.1%
Q2 2019$921,000
+24.6%
20,010
+21.1%
0.26%
+14.1%
Q1 2019$739,000
+17.7%
16,527
+8.8%
0.23%
-21.5%
Q4 2018$628,00015,1960.29%
Other shareholders
ISHARES TR shareholders Q1 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