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 ↓
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