Visionary Wealth Advisors - 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
Visionary Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,111,141
-4.4%
42,727
-0.5%
0.17%
-3.4%
Q2 2023$2,209,147
+1.1%
42,938
-1.7%
0.18%
-4.3%
Q1 2023$2,185,248
+94952.1%
43,679
-10.4%
0.18%
-12.7%
Q4 2022$2,299
-99.9%
48,757
-3.0%
0.21%
-9.4%
Q3 2022$2,252,000
-3.9%
50,280
+3.0%
0.23%
+11.4%
Q2 2022$2,343,000
-10.4%
48,808
+0.7%
0.21%0.0%
Q1 2022$2,616,000
-10.8%
48,485
-5.7%
0.21%
-12.9%
Q4 2021$2,934,000
+7.6%
51,396
+4.6%
0.24%
-14.2%
Q3 2021$2,726,000
+9.1%
49,137
+10.2%
0.28%
+12.0%
Q2 2021$2,498,000
-0.5%
44,601
-4.9%
0.25%
-4.9%
Q1 2021$2,511,000
-3.3%
46,891
-5.7%
0.26%
-9.3%
Q4 2020$2,596,000
+6.4%
49,732
-1.3%
0.29%
-15.4%
Q3 2020$2,440,000
+4.3%
50,381
-0.1%
0.34%
-3.4%
Q2 2020$2,339,000
+9.7%
50,408
-2.2%
0.36%
-11.4%
Q1 2020$2,132,000
-6.2%
51,528
+8.5%
0.40%
-1.2%
Q4 2019$2,273,00047,5040.41%
Other shareholders
ISHARES TR shareholders Q3 2021
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