Tempus Wealth Planning, 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
Tempus Wealth Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$559,946
-3.4%
11,333
+0.6%
0.28%
+7.3%
Q2 2023$579,913
+0.3%
11,271
-2.5%
0.26%
-7.4%
Q1 2023$578,289
-8.6%
11,559
-13.9%
0.28%
-26.5%
Q4 2022$632,927
-25.0%
13,421
-28.8%
0.38%
-31.6%
Q3 2022$844,000
-2.3%
18,852
+4.8%
0.56%
-20.7%
Q2 2022$864,000
-10.7%
17,993
+0.3%
0.71%
+3.2%
Q1 2022$968,000
+33.7%
17,943
+41.4%
0.69%
+76.0%
Q4 2021$724,000
+12.2%
12,689
+9.2%
0.39%
+7.1%
Q3 2021$645,000
-0.3%
11,620
+0.6%
0.36%
-14.9%
Q2 2021$647,000
-11.4%
11,552
-15.3%
0.43%
-44.5%
Q1 2021$730,000
+3.0%
13,632
+0.4%
0.77%
-15.5%
Q4 2020$709,000
+11.5%
13,580
+3.5%
0.92%
-0.5%
Q3 2020$636,000
+0.2%
13,120
-4.1%
0.92%
-2.9%
Q2 2020$635,000
+6.9%
13,684
-4.6%
0.95%
-2.7%
Q1 2020$594,000
-6.2%
14,345
+8.4%
0.97%
+74.4%
Q4 2019$633,00013,2380.56%
Other shareholders
ISHARES TR shareholders Q2 2022
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