HOWE & RUSLING INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HOWE & RUSLING INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$26,000
-3.7%
4750.0%0.00%0.0%
Q4 2021$27,000
+22.7%
475
+21.8%
0.00%0.0%
Q3 2021$22,0000.0%3900.0%0.00%0.0%
Q2 2021$22,000
+4.8%
3900.0%0.00%0.0%
Q1 2021$21,000
+5.0%
3900.0%0.00%0.0%
Q4 2020$20,000
+5.3%
3900.0%0.00%0.0%
Q3 2020$19,000
+5.6%
3900.0%0.00%0.0%
Q2 2020$18,000
+12.5%
3900.0%0.00%0.0%
Q1 2020$16,000
-15.8%
3900.0%0.00%0.0%
Q4 2019$19,000
+5.6%
3900.0%0.00%0.0%
Q3 2019$18,0003900.00%
Q2 2017$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2017$98,000
-35.1%
2,306
-38.2%
0.02%
-39.4%
Q4 2016$151,0003,7310.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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