ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |