ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,497 | -14.6% | 16,869 | -11.1% | 0.08% | -9.5% |
| Q2 2023 | $976,367 | -0.3% | 18,977 | -3.1% | 0.08% | -6.7% |
| Q1 2023 | $979,587 | +8.4% | 19,580 | +2.2% | 0.09% | +1.1% |
| Q4 2022 | $903,785 | -7.2% | 19,164 | -11.9% | 0.09% | -8.2% |
| Q3 2022 | $974,000 | -9.8% | 21,754 | -3.3% | 0.10% | -8.5% |
| Q2 2022 | $1,080,000 | -10.7% | 22,492 | +0.3% | 0.11% | +39.5% |
| Q1 2022 | $1,210,000 | -6.6% | 22,428 | -1.2% | 0.08% | -5.0% |
| Q4 2021 | $1,296,000 | -4.2% | 22,707 | -6.9% | 0.08% | -14.9% |
| Q3 2021 | $1,353,000 | -0.5% | 24,386 | +0.4% | 0.09% | +4.4% |
| Q2 2021 | $1,360,000 | +9.7% | 24,282 | +4.8% | 0.09% | +2.3% |
| Q1 2021 | $1,240,000 | +2.6% | 23,159 | -0.0% | 0.09% | -10.2% |
| Q4 2020 | $1,209,000 | -6.4% | 23,167 | -13.1% | 0.10% | -11.7% |
| Q3 2020 | $1,291,000 | -0.8% | 26,648 | -5.0% | 0.11% | +5.7% |
| Q2 2020 | $1,301,000 | +21.5% | 28,052 | +8.4% | 0.10% | +6.1% |
| Q1 2020 | $1,071,000 | -22.8% | 25,882 | -10.8% | 0.10% | -16.1% |
| Q4 2019 | $1,388,000 | +14.3% | 29,015 | +10.1% | 0.12% | +5.4% |
| Q3 2019 | $1,214,000 | +16.0% | 26,347 | +15.8% | 0.11% | -3.4% |
| Q2 2019 | $1,047,000 | +177.0% | 22,749 | +168.7% | 0.12% | +152.2% |
| Q1 2019 | $378,000 | +62.2% | 8,467 | +50.4% | 0.05% | +43.8% |
| Q4 2018 | $233,000 | -40.3% | 5,630 | -34.8% | 0.03% | -34.7% |
| Q3 2018 | $390,000 | +12.7% | 8,636 | +10.7% | 0.05% | +4.3% |
| Q2 2018 | $346,000 | +4.5% | 7,800 | +5.0% | 0.05% | +2.2% |
| Q1 2018 | $331,000 | -3.5% | 7,431 | -2.6% | 0.05% | -11.5% |
| Q4 2017 | $343,000 | – | 7,632 | – | 0.05% | – |
Download | ||||||
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% |