ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,216 | -16.0% | 10,343 | -12.5% | 0.00% | 0.0% |
| Q2 2023 | $608,261 | +29.2% | 11,822 | +25.7% | 0.00% | +33.3% |
| Q1 2023 | $470,743 | -14.7% | 9,405 | -19.6% | 0.00% | -25.0% |
| Q4 2022 | $551,962 | +4.9% | 11,698 | -0.3% | 0.00% | 0.0% |
| Q3 2022 | $526,000 | -10.4% | 11,736 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $587,000 | -27.6% | 12,227 | -18.6% | 0.00% | -20.0% |
| Q1 2022 | $811,000 | -5.7% | 15,029 | -0.3% | 0.01% | -16.7% |
| Q4 2021 | $860,000 | +2.4% | 15,073 | -0.4% | 0.01% | 0.0% |
| Q3 2021 | $840,000 | -8.2% | 15,136 | -7.4% | 0.01% | -14.3% |
| Q2 2021 | $915,000 | +21.5% | 16,342 | +16.3% | 0.01% | +16.7% |
| Q1 2021 | $753,000 | +33.3% | 14,053 | +29.8% | 0.01% | +20.0% |
| Q4 2020 | $565,000 | +17.2% | 10,824 | +8.8% | 0.01% | 0.0% |
| Q3 2020 | $482,000 | -5.9% | 9,950 | -7.9% | 0.01% | -28.6% |
| Q2 2020 | $512,000 | +16.4% | 10,805 | +1.5% | 0.01% | +16.7% |
| Q1 2020 | $440,000 | -13.0% | 10,646 | +0.9% | 0.01% | 0.0% |
| Q4 2019 | $506,000 | +5.4% | 10,556 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $480,000 | -1.8% | 10,429 | -1.7% | 0.01% | 0.0% |
| Q2 2019 | $489,000 | +2.5% | 10,610 | -0.6% | 0.01% | 0.0% |
| Q1 2019 | $477,000 | +12.0% | 10,676 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $426,000 | -10.1% | 10,763 | -0.9% | 0.01% | 0.0% |
| Q3 2018 | $474,000 | -2.9% | 10,864 | -2.0% | 0.01% | -14.3% |
| Q2 2018 | $488,000 | -1.2% | 11,082 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $494,000 | +18.2% | 11,082 | +19.3% | 0.01% | +16.7% |
| Q4 2017 | $418,000 | +8.9% | 9,292 | +8.3% | 0.01% | +20.0% |
| Q3 2017 | $384,000 | +2.9% | 8,576 | -3.0% | 0.01% | -16.7% |
| Q2 2017 | $373,000 | -1.3% | 8,845 | -0.6% | 0.01% | 0.0% |
| Q1 2017 | $378,000 | +4.4% | 8,897 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $362,000 | -6.2% | 8,897 | -5.1% | 0.01% | -14.3% |
| Q3 2016 | $386,000 | +0.8% | 9,375 | -1.6% | 0.01% | -12.5% |
| Q2 2016 | $383,000 | +1.9% | 9,528 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $376,000 | +5.6% | 9,528 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $356,000 | -2.5% | 9,528 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $365,000 | – | 9,528 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |