Summit Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$220,924
-24.1%
4,416
-28.5%
0.02%
-29.6%
Q4 2022$291,051
-100.0%
6,172
-72.6%
0.03%
-86.8%
Q1 2020$932,649,000
-13.5%
22,5390.0%0.20%
+12.0%
Q4 2019$1,078,249,000
-48.9%
22,539
-52.2%
0.18%
-49.4%
Q1 2019$2,108,643,000
+8.4%
47,173
+0.2%
0.36%
-4.2%
Q4 2018$1,944,833,00047,0790.38%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders