HARRELL INVESTMENT PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HARRELL INVESTMENT PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$850,540
-0.0%
18,035
-0.0%
0.30%
-9.3%
Q4 2022$850,729
+5.4%
18,039
+0.1%
0.33%
-0.9%
Q3 2022$807,000
-73.8%
18,018
-72.0%
0.34%
-73.3%
Q2 2022$3,085,000
-13.2%
64,275
-2.4%
1.26%
+0.2%
Q1 2022$3,555,000
-9.7%
65,873
-4.5%
1.26%
+4.0%
Q4 2021$3,936,000
-4.1%
68,961
-6.8%
1.21%
-8.3%
Q3 2021$4,103,000
+2.1%
73,971
+3.0%
1.32%
+1.2%
Q2 2021$4,020,000
+48.9%
71,782
+42.4%
1.30%
+36.7%
Q1 2021$2,699,000
+54.6%
50,397
+50.7%
0.95%
+42.0%
Q4 2020$1,746,000
+147.3%
33,449
+129.4%
0.67%
+118.2%
Q3 2020$706,00014,5780.31%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MARINO, STRAM & ASSOCIATES LLC 144,612$6,415,0005.70%
Madrona Financial Services, LLC 112,880$5,007,0004.03%
PATTON ALBERTSON MILLER GROUP, LLC 84,564$3,751,0001.89%
Northstar Group, Inc. 72,698$3,225,0001.64%
Ahrens Investment Partners LLC 83,632$3,710,0001.55%
Aveo Capital Partners, LLC 71,293$3,163,0001.40%
First Heartland Consultants, Inc. 82,564$3,663,0001.29%
NORTHWEST WEALTH MANAGEMENT, LLC 32,025$1,421,0001.07%
Ruggie Capital Group 39,324$1,744,0000.88%
Burt Wealth Advisors 36,749$1,630,0000.78%
View complete list of ISHARES TR shareholders