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 | $170 | -19.4% | 3,450 | -15.9% | 0.01% | -22.2% |
| Q2 2023 | $211 | +2.4% | 4,100 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $206 | +6.2% | 4,100 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $194 | -99.9% | 4,100 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $183,000 | -17.2% | 4,100 | 0.0% | 0.02% | -20.0% |
| Q1 2022 | $221,000 | -5.6% | 4,100 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $234,000 | +3.1% | 4,100 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $227,000 | -0.9% | 4,100 | 0.0% | 0.03% | -11.8% |
| Q2 2021 | $229,000 | +4.1% | 4,100 | 0.0% | 0.03% | -32.0% |
| Q1 2021 | $220,000 | +2.8% | 4,100 | 0.0% | 0.05% | +16.3% |
| Q4 2020 | $214,000 | +590.3% | 4,100 | +530.8% | 0.04% | +514.3% |
| Q3 2020 | $31,000 | +3.3% | 650 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $30,000 | +11.1% | 650 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | – | 650 | – | 0.01% | – |
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% |