ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,581 | +5.1% | 14,503 | +9.4% | 0.06% | +11.8% |
| Q2 2023 | $681,764 | +2.1% | 13,251 | -0.7% | 0.05% | -1.9% |
| Q1 2023 | $667,658 | -5.6% | 13,345 | -11.0% | 0.05% | -13.3% |
| Q4 2022 | $707,509 | +3.1% | 15,002 | -2.1% | 0.06% | -6.2% |
| Q3 2022 | $686,000 | -13.9% | 15,316 | -7.8% | 0.06% | -9.9% |
| Q2 2022 | $797,000 | -9.8% | 16,607 | +1.4% | 0.07% | +2.9% |
| Q1 2022 | $884,000 | -13.4% | 16,375 | -8.4% | 0.07% | -9.2% |
| Q4 2021 | $1,021,000 | 0.0% | 17,882 | -2.9% | 0.08% | -9.5% |
| Q3 2021 | $1,021,000 | +4.9% | 18,414 | +6.0% | 0.08% | +5.0% |
| Q2 2021 | $973,000 | +9.0% | 17,375 | +4.2% | 0.08% | +5.3% |
| Q1 2021 | $893,000 | – | 16,669 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |