Spire Wealth Management - 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
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$83,552
-25.0%
1,691
-21.9%
0.00%
-25.0%
Q2 2023$111,441
+17.6%
2,166
+14.4%
0.00%0.0%
Q1 2023$94,767
+296046.9%
1,894
+182.3%
0.00%
+100.0%
Q4 2022$32
-99.9%
671
-51.1%
0.00%
-50.0%
Q3 2022$61,000
-29.1%
1,371
-23.9%
0.00%0.0%
Q2 2022$86,000
-11.3%
1,802
+0.1%
0.00%
+33.3%
Q1 2022$97,000
-40.1%
1,801
-36.6%
0.00%
-25.0%
Q4 2021$162,000
+194.5%
2,839
+184.2%
0.00%
+300.0%
Q3 2021$55,000
-1.8%
9990.0%0.00%
-50.0%
Q2 2021$56,0009990.00%
Other shareholders
ISHARES TR shareholders Q3 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