PDS Planning, Inc - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 279 filers reported holding ISHARES TR in Q2 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 Q2 2023
NameSharesValueWeighting ↓
Bell Investment Advisors, Inc 490,929$23,565,0007.23%
Strategic Wealth Partners Group, LLC 427,638$20,527,0004.57%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,124,992$54,000,0004.00%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,764,0003.14%
ASPIRIANT, LLC 1,348,672$64,737,0003.12%
Fort Henry Capital, LLC 68,883$3,306,0003.09%
Paragon Advisors, LLC 106,095$5,093,0002.54%
Weaver Consulting Group 91,338$4,384,0002.45%
Consilium Wealth Advisory, LLC 39,427$1,892,0002.04%
CALTON & ASSOCIATES, INC. 73,342$3,520,0001.96%
View complete list of ISHARES TR shareholders