PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$990,423
-3.9%
20,045
+0.1%
0.13%
-3.0%
Q2 2023$1,030,595
-5.2%
20,031
-7.8%
0.13%
-12.0%
Q1 2023$1,086,952
-15.2%
21,726
-20.1%
0.15%
-26.8%
Q4 2022$1,281,62027,1760.20%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders