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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,046,000 | +2.8% | 183,076 | +7.1% | 0.00% | 0.0% |
| Q2 2023 | $8,799,000 | -13.0% | 171,018 | -15.4% | 0.00% | -33.3% |
| Q1 2023 | $10,116,000 | -28.2% | 202,202 | -32.3% | 0.00% | -25.0% |
| Q4 2022 | $14,081,000 | +45.9% | 298,562 | +38.5% | 0.00% | +33.3% |
| Q3 2022 | $9,650,000 | -25.3% | 215,512 | -19.9% | 0.00% | -25.0% |
| Q2 2022 | $12,921,000 | +22.0% | 269,196 | +37.2% | 0.00% | +33.3% |
| Q1 2022 | $10,591,000 | -8.3% | 196,275 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $11,552,000 | -26.8% | 202,381 | -28.9% | 0.00% | -25.0% |
| Q3 2021 | $15,784,000 | +65.9% | 284,565 | +67.5% | 0.00% | +33.3% |
| Q2 2021 | $9,512,000 | +4.0% | 169,862 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $9,143,000 | +15.3% | 170,686 | +12.3% | 0.00% | +50.0% |
| Q4 2020 | $7,931,000 | +5.7% | 151,950 | -1.9% | 0.00% | -33.3% |
| Q3 2020 | $7,502,000 | -29.1% | 154,896 | -32.1% | 0.00% | -25.0% |
| Q2 2020 | $10,583,000 | -13.9% | 228,118 | -23.2% | 0.00% | -33.3% |
| Q1 2020 | $12,292,000 | -20.1% | 297,022 | -7.6% | 0.01% | 0.0% |
| Q4 2019 | $15,385,000 | +8.7% | 321,596 | +4.7% | 0.01% | 0.0% |
| Q3 2019 | $14,149,000 | +17.1% | 307,185 | +17.0% | 0.01% | +20.0% |
| Q2 2019 | $12,079,000 | +12.3% | 262,477 | +9.0% | 0.01% | 0.0% |
| Q1 2019 | $10,760,000 | +34.7% | 240,723 | +24.5% | 0.01% | +25.0% |
| Q4 2018 | $7,987,000 | +221.8% | 193,363 | +251.5% | 0.00% | +300.0% |
| Q3 2018 | $2,482,000 | +5.1% | 55,006 | +3.3% | 0.00% | 0.0% |
| Q2 2018 | $2,362,000 | -0.4% | 53,241 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,372,000 | -10.3% | 53,227 | -9.6% | 0.00% | 0.0% |
| Q4 2017 | $2,645,000 | +11.6% | 58,902 | +11.4% | 0.00% | 0.0% |
| Q3 2017 | $2,370,000 | -0.5% | 52,852 | -3.2% | 0.00% | 0.0% |
| Q2 2017 | $2,382,000 | +3.7% | 54,619 | +0.8% | 0.00% | 0.0% |
| Q1 2017 | $2,296,000 | +3.8% | 54,182 | -0.7% | 0.00% | 0.0% |
| Q4 2016 | $2,213,000 | +0.5% | 54,549 | +1.9% | 0.00% | 0.0% |
| Q3 2016 | $2,202,000 | +4.4% | 53,510 | +1.6% | 0.00% | 0.0% |
| Q2 2016 | $2,109,000 | +4.9% | 52,680 | +3.4% | 0.00% | 0.0% |
| Q1 2016 | $2,010,000 | +19.4% | 50,962 | +17.7% | 0.00% | 0.0% |
| Q4 2015 | $1,683,000 | +2.6% | 43,282 | +0.7% | 0.00% | 0.0% |
| Q3 2015 | $1,640,000 | -76.7% | 42,960 | -75.2% | 0.00% | -80.0% |
| Q2 2015 | $7,030,000 | +229.6% | 173,422 | +232.0% | 0.01% | +400.0% |
| Q1 2015 | $2,133,000 | +16.2% | 52,238 | +14.3% | 0.00% | 0.0% |
| Q4 2014 | $1,835,000 | +38.2% | 45,715 | +35.8% | 0.00% | 0.0% |
| Q3 2014 | $1,328,000 | +7.0% | 33,655 | +9.7% | 0.00% | 0.0% |
| Q2 2014 | $1,241,000 | -1.0% | 30,685 | -4.1% | 0.00% | 0.0% |
| Q1 2014 | $1,253,000 | +13.4% | 32,009 | +11.5% | 0.00% | 0.0% |
| Q4 2013 | $1,105,000 | +4.1% | 28,703 | -0.2% | 0.00% | 0.0% |
| Q3 2013 | $1,061,000 | +4.8% | 28,759 | +0.7% | 0.00% | 0.0% |
| Q2 2013 | $1,012,000 | – | 28,554 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |