Beacon Financial Advisory LLC - 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
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$472,800
-4.0%
9,5690.0%0.26%
-7.8%
Q2 2023$492,321
+2.8%
9,5690.0%0.28%
-6.9%
Q1 2023$478,733
+6.1%
9,5690.0%0.30%
-5.9%
Q4 2022$451,270
+5.4%
9,5690.0%0.32%
+5.9%
Q3 2022$428,000
-11.8%
9,569
-5.2%
0.30%
+10.5%
Q2 2022$485,000
-10.8%
10,094
+0.2%
0.28%
+6.2%
Q1 2022$544,000
+14.5%
10,075
+21.0%
0.26%
+18.7%
Q4 2021$475,000
+3.7%
8,325
+0.8%
0.22%
-8.0%
Q3 2021$458,000
-0.7%
8,260
+0.4%
0.24%
-4.0%
Q2 2021$461,000
+13.0%
8,227
+8.1%
0.25%
+6.4%
Q1 2021$408,000
+2.8%
7,6100.0%0.23%
-9.7%
Q4 2020$397,000
+8.8%
7,610
+0.8%
0.26%
-18.6%
Q3 2020$365,000
+15.1%
7,546
+10.1%
0.32%
-8.1%
Q2 2020$317,000
+12.4%
6,853
+0.4%
0.34%
-3.9%
Q1 2020$282,000
-13.5%
6,8250.0%0.36%
+28.7%
Q4 2019$326,0006,8250.28%
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