ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,670 | -4.1% | 16,407 | -0.1% | 0.07% | -12.5% |
| Q2 2023 | $845,324 | +3.2% | 16,430 | +0.4% | 0.08% | -13.0% |
| Q1 2023 | $819,041 | +7.1% | 16,371 | +1.0% | 0.09% | +3.4% |
| Q4 2022 | $764,558 | +5.7% | 16,212 | +0.4% | 0.09% | -18.3% |
| Q3 2022 | $723,000 | -7.9% | 16,143 | -1.3% | 0.11% | -6.0% |
| Q2 2022 | $785,000 | -14.4% | 16,352 | -3.8% | 0.12% | 0.0% |
| Q1 2022 | $917,000 | -20.1% | 16,990 | -15.5% | 0.12% | -10.1% |
| Q4 2021 | $1,148,000 | +3.1% | 20,113 | +0.2% | 0.13% | -9.2% |
| Q3 2021 | $1,113,000 | -10.6% | 20,070 | -9.7% | 0.14% | -15.0% |
| Q2 2021 | $1,245,000 | +8.1% | 22,236 | +3.4% | 0.17% | +4.4% |
| Q1 2021 | $1,152,000 | -43.3% | 21,514 | -44.7% | 0.16% | -45.6% |
| Q4 2020 | $2,031,000 | -18.4% | 38,902 | -24.3% | 0.29% | -26.7% |
| Q3 2020 | $2,488,000 | -42.0% | 51,358 | -44.4% | 0.40% | -44.8% |
| Q2 2020 | $4,289,000 | -19.6% | 92,445 | -28.3% | 0.73% | -31.8% |
| Q1 2020 | $5,333,000 | -25.1% | 128,883 | -13.4% | 1.07% | -46.0% |
| Q4 2019 | $7,118,000 | +1.5% | 148,794 | -2.2% | 1.98% | -10.8% |
| Q3 2019 | $7,010,000 | -13.7% | 152,194 | -13.8% | 2.22% | -16.9% |
| Q2 2019 | $8,123,000 | +3.3% | 176,518 | +0.4% | 2.66% | -5.2% |
| Q1 2019 | $7,860,000 | +7.8% | 175,850 | -0.3% | 2.81% | +18.1% |
| Q4 2018 | $7,288,000 | – | 176,430 | – | 2.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |