Wealth Forward, 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
Wealth Forward, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,687,194
-1.4%
100,980
-2.6%
4.44%
-2.2%
Q1 2024$5,769,917
+6.0%
103,645
+1.3%
4.54%
-1.2%
Q4 2023$5,441,603102,3054.60%
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