Financial Strategies Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Strategies Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$300,430
+5.7%
6,005
-0.3%
0.12%
-1.7%
Q4 2022$284,186
+0.8%
6,026
+2.5%
0.12%0.0%
Q2 2022$282,000
-9.6%
5,881
+1.7%
0.12%
-4.8%
Q1 2022$312,000
-1.6%
5,781
+4.1%
0.12%
-3.9%
Q4 2021$317,000
-52.4%
5,551
-53.7%
0.13%
-56.7%
Q3 2021$666,000
-4.4%
11,999
-3.6%
0.30%
-7.5%
Q2 2021$697,000
+1.3%
12,442
-3.1%
0.32%
-9.6%
Q1 2021$688,000
+5.0%
12,844
+2.3%
0.36%
-2.5%
Q4 2020$655,000
+12.2%
12,554
+4.2%
0.36%
-7.1%
Q3 2020$584,000
+4.7%
12,051
+0.1%
0.39%
-5.5%
Q2 2020$558,000
+14.8%
12,039
+2.5%
0.42%
-5.5%
Q1 2020$486,000
-12.1%
11,747
+1.7%
0.44%
-1.3%
Q4 2019$553,00011,5510.45%
Other shareholders
ISHARES TR shareholders Q2 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