AOR — ISHARES TR

Ownership history in PATTEN & PATTEN INC/TN  ·  2 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in ISHARES TR (AOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,570 -434 -10.8% 0.01% $230K $63.46
2025 Q2 INITIATED 4,004 — — 0.02% $247K $60.23
% of Fund (quarterly)    AOR price (monthly, adj. close)

Other funds also holding AOR

As of 2025 Q4 — sorted by position size

Worth Asset Management, LLC 3Y 18.49% JIM SAULNIER & ASSOCIATES, LLC 13.21% Consilium Wealth Advisory, LLC 3Y 7.66% EIGHT 31 FINANCIAL, LLC 3.91% Wealth Forward, LLC 3.18% HANOVER ADVISORS INC 2.53% Fort Henry Capital, LLC 3Y 2.37% Lebenthal Global Advisors, LLC 3Y 2.25% BSW Wealth Partners 3Y 7Y 1.93% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.78%
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