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 | $395 | +91.7% | 8 | +100.0% | 0.00% | – |
| Q2 2023 | $206 | -99.8% | 4 | +100.0% | 0.00% | – |
| Q2 2022 | $96,000 | -98.9% | 2 | -98.8% | 0.00% | – |
| Q1 2022 | $9,065,000 | -88.3% | 168 | -87.7% | 0.00% | – |
| Q4 2021 | $77,800,000 | -65.8% | 1,363 | -71.3% | 0.00% | – |
| Q4 2019 | $227,384,000 | +68.8% | 4,753 | +62.5% | 0.00% | – |
| Q3 2019 | $134,726,000 | +74.3% | 2,925 | +74.1% | 0.00% | – |
| Q2 2019 | $77,314,000 | +14.8% | 1,680 | +11.5% | 0.00% | – |
| Q1 2019 | $67,363,000 | +50.6% | 1,507 | +39.2% | 0.00% | – |
| Q4 2018 | $44,739,000 | -56.6% | 1,083 | -52.5% | 0.00% | – |
| Q3 2018 | $102,987,000 | -26.3% | 2,282 | -27.5% | 0.00% | – |
| Q2 2018 | $139,645,000 | +41.5% | 3,148 | +42.2% | 0.00% | – |
| Q1 2018 | $98,678,000 | – | 2,214 | – | 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% |