PCG Wealth Advisors, 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
PCG Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$211,748
-5.8%
4,232
-11.2%
0.13%
-5.6%
Q4 2022$224,800
-71.2%
4,766
-72.6%
0.14%
-48.9%
Q3 2022$780,000
+88.0%
17,407
+101.2%
0.28%
-6.1%
Q2 2022$415,000
-10.9%
8,653
+0.2%
0.30%0.0%
Q1 2022$466,000
-15.4%
8,635
-10.5%
0.30%
-22.7%
Q4 2021$551,0009,6460.38%
Other shareholders
ISHARES TR shareholders Q2 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