Archvest Wealth Advisors, Inc. - 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
Archvest Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,209
-20.2%
4,052
-27.7%
0.08%
-68.1%
Q3 2022$251,000
-9.1%
5,605
-2.6%
0.26%
-6.5%
Q2 2022$276,000
-11.0%
5,7540.0%0.28%
-1.8%
Q1 2022$310,000
-5.5%
5,7540.0%0.28%
-1.4%
Q4 2021$328,0005,7540.28%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders