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 | $666,294 | -28.4% | 13,485 | -25.5% | 0.02% | -25.8% |
| Q2 2023 | $930,679 | -0.0% | 18,089 | -2.8% | 0.03% | -3.1% |
| Q1 2023 | $930,758 | +4.7% | 18,604 | -1.3% | 0.03% | -5.9% |
| Q4 2022 | $888,636 | +6.0% | 18,843 | +0.7% | 0.03% | -5.6% |
| Q3 2022 | $838,000 | -93.2% | 18,714 | -92.8% | 0.04% | -93.1% |
| Q2 2022 | $12,411,000 | +3.5% | 258,568 | +9.4% | 0.52% | +8.5% |
| Q1 2022 | $11,995,000 | -8.8% | 236,312 | +2.5% | 0.48% | +4.8% |
| Q4 2021 | $13,157,000 | +0.7% | 230,499 | -2.2% | 0.46% | -10.7% |
| Q3 2021 | $13,072,000 | +3.3% | 235,650 | +4.3% | 0.51% | +3.4% |
| Q2 2021 | $12,657,000 | +190.6% | 226,019 | +177.9% | 0.50% | +163.8% |
| Q1 2021 | $4,355,000 | +6812.7% | 81,318 | +5729.2% | 0.19% | +4600.0% |
| Q3 2018 | $63,000 | – | 1,395 | – | 0.00% | – |
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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% |