Koss-Olinger Consulting, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Koss-Olinger Consulting, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,000
-3.9%
5,9710.0%0.04%
+22.2%
Q2 2023$307,000
+2.0%
5,971
-0.7%
0.04%
-5.3%
Q1 2023$301,000
+6.0%
6,0150.0%0.04%
-7.3%
Q4 2022$284,000
-1.4%
6,015
-6.6%
0.04%
-16.3%
Q3 2022$288,000
-6.8%
6,438
-0.0%
0.05%
-12.5%
Q2 2022$309,000
-11.7%
6,440
-0.8%
0.06%0.0%
Q1 2022$350,000
-16.3%
6,489
-11.4%
0.06%
-12.5%
Q4 2021$418,000
+3.0%
7,3280.0%0.06%
-3.0%
Q3 2021$406,000
-1.2%
7,328
-0.1%
0.07%
+8.2%
Q2 2021$411,000
+4.1%
7,332
-0.5%
0.06%
-9.0%
Q1 2021$395,0007,3680.07%
Other shareholders
ISHARES TR shareholders Q2 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