SAGE FINANCIAL GROUP INC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SAGE FINANCIAL GROUP INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$851,631
-11.8%
17,236
-8.2%
0.09%
-7.8%
Q2 2023$966,077
-41.1%
18,777
-42.7%
0.10%
-45.2%
Q1 2023$1,639,224
-12.4%
32,765
-17.4%
0.19%
-18.4%
Q4 2022$1,871,830
-38.2%
39,691
-41.3%
0.23%
-45.1%
Q3 2022$3,027,000
-45.3%
67,598
-41.4%
0.42%
-43.3%
Q2 2022$5,537,000
+43.2%
115,362
+61.0%
0.73%
+62.7%
Q1 2022$3,866,000
-25.0%
71,643
-20.7%
0.45%
-18.0%
Q4 2021$5,155,000
+48.4%
90,309
+44.2%
0.55%
+28.6%
Q3 2021$3,473,000
+2.1%
62,619
+3.0%
0.43%
+1.9%
Q2 2021$3,403,000
+3.4%
60,777
-1.1%
0.42%
-3.0%
Q1 2021$3,291,000
-23.1%
61,452
-25.0%
0.43%
-26.4%
Q4 2020$4,278,000
+14.8%
81,957
+6.6%
0.59%
-3.6%
Q3 2020$3,725,000
+6.2%
76,892
+1.7%
0.61%
-3.6%
Q2 2020$3,509,000
+41.8%
75,639
+26.5%
0.63%
+35.3%
Q1 2020$2,475,000
-1.0%
59,815
+14.5%
0.47%
+36.2%
Q4 2019$2,500,000
+10.5%
52,259
+6.4%
0.34%
+1.8%
Q3 2019$2,263,000
+18.4%
49,125
+18.3%
0.34%
+19.1%
Q2 2019$1,911,000
+17.2%
41,516
+13.8%
0.28%
+12.3%
Q1 2019$1,630,000
-44.5%
36,474
-48.7%
0.25%
-48.6%
Q4 2018$2,935,000
+430.7%
71,043
+415.2%
0.49%
+135.6%
Q4 2014$553,00013,7890.21%
Other shareholders
ISHARES TR shareholders Q4 2021
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