Jacobsen Capital Management - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobsen Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$226
-99.9%
4,791
+0.4%
0.12%
-1.6%
Q3 2022$214,000
-12.3%
4,772
-6.0%
0.12%
-6.2%
Q2 2022$244,000
-10.6%
5,077
+0.3%
0.13%
+4.0%
Q1 2022$273,000
-35.5%
5,064
-31.6%
0.12%
-37.5%
Q4 2021$423,000
-1.2%
7,403
-4.1%
0.20%
-7.4%
Q3 2021$428,000
-1.6%
7,716
-0.6%
0.22%
-2.7%
Q2 2021$435,000
+2.6%
7,759
-2.0%
0.22%
-5.1%
Q1 2021$424,000
-27.6%
7,921
-29.6%
0.23%
-32.6%
Q4 2020$586,000
+6.7%
11,245
-0.8%
0.35%
-9.6%
Q3 2020$549,000
-14.8%
11,341
-18.3%
0.38%
-21.8%
Q2 2020$644,000
+155.6%
13,888
+163.3%
0.49%
+94.8%
Q4 2019$252,000
-13.4%
5,275
-16.7%
0.25%
-10.0%
Q3 2019$291,000
+1.0%
6,335
+0.9%
0.28%
-2.4%
Q2 2019$288,0006,2770.29%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders