Western Wealth Management, LLC - 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
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$361,846
-4.0%
7,3230.0%0.03%
-3.1%
Q2 2023$376,784
-12.7%
7,323
-15.1%
0.03%
-20.0%
Q1 2023$431,424
+5.9%
8,623
-0.2%
0.04%
-4.8%
Q4 2022$407,336
-50.6%
8,637
-53.1%
0.04%
-10.6%
Q3 2022$825,000
-34.4%
18,411
-29.6%
0.05%
-34.7%
Q2 2022$1,257,000
-18.6%
26,159
-8.5%
0.07%
-4.0%
Q1 2022$1,544,000
+81.4%
28,602
+92.3%
0.08%
-10.7%
Q4 2021$851,000
+42.8%
14,876
+39.9%
0.08%
+37.7%
Q2 2021$596,000
+4.7%
10,631
+0.0%
0.06%
-19.7%
Q1 2021$569,000
+18.3%
10,627
+15.3%
0.08%
+7.0%
Q4 2020$481,000
+10.6%
9,218
+2.6%
0.07%0.0%
Q3 2020$435,000
+27.9%
8,988
+22.8%
0.07%
+14.5%
Q2 2020$340,000
+12.2%
7,3210.0%0.06%
-10.1%
Q1 2020$303,000
-81.7%
7,321
-78.8%
0.07%
-72.5%
Q4 2019$1,656,000
+4.1%
34,612
+0.4%
0.25%
-24.2%
Q3 2019$1,591,000
+2.2%
34,488
+1.9%
0.33%
+62.3%
Q2 2019$1,556,000
+3.3%
33,840
+0.5%
0.20%
-39.1%
Q1 2019$1,506,000
+641.9%
33,670
+584.3%
0.34%
+509.1%
Q4 2018$203,0004,9200.06%
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