PACIFIC CAPITAL WEALTH ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,118,958
-2.8%
22,646
+1.2%
0.31%
+7.5%
Q2 2023$1,150,909
+8.5%
22,369
+5.5%
0.29%
+7.0%
Q1 2023$1,060,373
+0.4%
21,195
-5.4%
0.27%0.0%
Q4 2022$1,056,154
+4.2%
22,395
-1.1%
0.27%
-1.1%
Q3 2022$1,014,000
-7.6%
22,641
-0.9%
0.28%
-9.2%
Q2 2022$1,097,000
-10.5%
22,858
+0.6%
0.30%
-13.1%
Q1 2022$1,226,000
-0.1%
22,722
+5.7%
0.35%
-0.8%
Q4 2021$1,227,000
+2.9%
21,497
+0.0%
0.35%
-6.9%
Q3 2021$1,192,000
-3.3%
21,492
-2.4%
0.38%
-38.9%
Q2 2021$1,233,000
+4.8%
22,020
+0.3%
0.62%
-5.2%
Q1 2021$1,176,000
+8.6%
21,955
+5.8%
0.65%
+6.3%
Q4 2020$1,083,000
+18.5%
20,750
+10.0%
0.62%
+13.3%
Q3 2020$914,000
+0.4%
18,869
-3.8%
0.54%
-12.0%
Q2 2020$910,000
+42.2%
19,615
+26.7%
0.62%
+27.5%
Q1 2020$640,000
+13.3%
15,477
+31.0%
0.48%
+28.4%
Q4 2019$565,00011,8150.38%
Other shareholders
ISHARES TR shareholders Q4 2020
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