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 | $332,678 | +24.7% | 6,733 | +29.9% | 0.01% | +25.0% |
| Q2 2023 | $266,768 | -1.2% | 5,185 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $269,962 | -7.8% | 5,396 | -13.1% | 0.00% | -20.0% |
| Q4 2022 | $292,958 | -5.5% | 6,212 | -10.2% | 0.01% | -16.7% |
| Q3 2022 | $310,000 | -6.3% | 6,918 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $331,000 | +6.4% | 6,903 | +19.7% | 0.01% | +20.0% |
| Q1 2022 | $311,000 | -11.4% | 5,769 | -6.1% | 0.01% | -16.7% |
| Q4 2021 | $351,000 | -2.5% | 6,146 | -5.2% | 0.01% | 0.0% |
| Q3 2021 | $360,000 | +0.3% | 6,483 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $359,000 | +35.0% | 6,403 | +29.1% | 0.01% | 0.0% |
| Q1 2021 | $266,000 | – | 4,960 | – | 0.01% | – |
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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% |