Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$95,657
-65.2%
1,912
-67.2%
0.03%
-67.5%
Q4 2022$275,225
+12.3%
5,836
+6.5%
0.08%
-1.2%
Q3 2022$245,000
+2.9%
5,482
+10.2%
0.08%
+5.2%
Q2 2022$238,000
+366.7%
4,973
+421.8%
0.08%
+413.3%
Q1 2022$51,000
+54.5%
953
+62.4%
0.02%
+50.0%
Q4 2021$33,000
+32.0%
587
+26.5%
0.01%
+25.0%
Q3 2021$25,000
+92.3%
464
+96.6%
0.01%
+100.0%
Q2 2021$13,0002360.00%
Other shareholders
ISHARES TR shareholders Q4 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