Heirloom Wealth Management - 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
Heirloom Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$416,113
-15.7%
8,422
-12.2%
0.18%
-13.6%
Q2 2023$493,331
+7.0%
9,589
+4.0%
0.21%
-2.7%
Q1 2023$461,203
+93.2%
9,219
+82.2%
0.22%
+47.7%
Q4 2022$238,6775,0610.15%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders