MILESTONE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 322 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MILESTONE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$540,729
+5.4%
9,601
+4.2%
0.14%
-8.2%
Q1 2024$513,166
+72.1%
9,218
+64.5%
0.15%
+50.0%
Q4 2023$298,130
+27.0%
5,605
+17.2%
0.10%
+19.5%
Q3 2023$234,7004,7820.08%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 288,400$16,242,6968.87%
Lebenthal Global Advisors, LLC 362,993$20,443,7604.48%
Wealth Forward, LLC 100,980$5,687,1944.44%
AFS Financial Group, LLC 3,851$216,8882.90%
Elevation Capital Advisory, LLC 99,963$5,629,9162.57%
Fort Henry Capital, LLC 59,842$3,370,2732.43%
VIEWPOINT INVESTMENT PARTNERS CORP 43,830$2,468,5062.16%
Global Assets Advisory, LLC 20,282$1,142,3031.82%
Bell Investment Advisors, Inc 144,632$8,145,6831.60%
BSW Wealth Partners 163,682$9,218,5701.51%
View complete list of ISHARES TR shareholders