TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28
-3.4%
5590.0%0.01%
-9.1%
Q2 2023$29
+3.6%
5590.0%0.01%
+10.0%
Q1 2023$28
+7.7%
5590.0%0.01%0.0%
Q4 2022$26
-99.9%
5590.0%0.01%
-16.7%
Q3 2022$25,000
-39.0%
559
-34.9%
0.01%
-33.3%
Q2 2022$41,000
-10.9%
8590.0%0.02%
+5.9%
Q1 2022$46,000
-6.1%
8590.0%0.02%0.0%
Q4 2021$49,000
+2.1%
8590.0%0.02%
-10.5%
Q3 2021$48,0000.0%8590.0%0.02%0.0%
Q2 2021$48,000
+4.3%
8590.0%0.02%
-17.4%
Q1 2021$46,000
+2.2%
8590.0%0.02%
-4.2%
Q4 2020$45,000
+7.1%
8590.0%0.02%
-4.0%
Q3 2020$42,000
+5.0%
8590.0%0.02%
-3.8%
Q2 2020$40,000
+11.1%
8590.0%0.03%
-18.8%
Q1 2020$36,000
-12.2%
8590.0%0.03%
+6.7%
Q4 2019$41,000
-14.6%
859
-18.1%
0.03%
-18.9%
Q3 2019$48,000
+33.3%
1,049
+33.8%
0.04%
+27.6%
Q2 2019$36,000
+2.9%
7840.0%0.03%
-3.3%
Q1 2019$35,0007840.03%
Other shareholders
ISHARES TR shareholders Q3 2021
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