LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$12,0000.0%2200.0%0.00%
-20.0%
Q2 2021$12,000
+9.1%
2200.0%0.01%0.0%
Q1 2021$11,0000.0%2200.0%0.01%0.0%
Q4 2020$11,0000.0%2200.0%0.01%
-16.7%
Q3 2020$11,000
+10.0%
2200.0%0.01%
-14.3%
Q2 2020$10,000
+11.1%
2200.0%0.01%
-12.5%
Q1 2020$9,000
-10.0%
2200.0%0.01%0.0%
Q4 2019$10,0000.0%2200.0%0.01%
-11.1%
Q3 2019$10,0000.0%2200.0%0.01%0.0%
Q2 2019$10,000
+11.1%
2200.0%0.01%
+28.6%
Q1 2019$9,0000.0%2200.0%0.01%0.0%
Q4 2018$9,0002200.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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