ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,205,914 | -13.3% | 24,406 | -9.7% | 0.01% | 0.0% |
| Q2 2023 | $1,391,089 | +7.5% | 27,038 | +4.5% | 0.01% | -16.7% |
| Q1 2023 | $1,294,557 | +33.8% | 25,876 | +26.2% | 0.01% | +20.0% |
| Q4 2022 | $967,362 | +19.7% | 20,512 | +13.7% | 0.01% | 0.0% |
| Q3 2022 | $808,000 | +93.8% | 18,043 | +107.5% | 0.01% | +66.7% |
| Q2 2022 | $417,000 | +8.3% | 8,697 | +21.9% | 0.00% | +50.0% |
| Q1 2022 | $385,000 | -35.0% | 7,132 | -31.2% | 0.00% | -50.0% |
| Q4 2021 | $592,000 | +6.7% | 10,367 | +3.6% | 0.00% | -20.0% |
| Q3 2021 | $555,000 | +16.8% | 10,006 | +18.0% | 0.01% | +25.0% |
| Q2 2021 | $475,000 | +7.2% | 8,479 | +2.5% | 0.00% | -20.0% |
| Q1 2021 | $443,000 | -23.1% | 8,276 | -25.0% | 0.01% | -37.5% |
| Q4 2020 | $576,000 | +161.8% | 11,040 | +143.9% | 0.01% | +100.0% |
| Q3 2020 | $220,000 | -64.1% | 4,526 | -65.7% | 0.00% | -60.0% |
| Q2 2020 | $613,000 | +49.5% | 13,201 | +30.3% | 0.01% | +11.1% |
| Q1 2020 | $410,000 | -85.2% | 10,129 | -82.4% | 0.01% | -79.5% |
| Q4 2019 | $2,770,000 | +5.0% | 57,555 | +0.5% | 0.04% | -52.7% |
| Q3 2019 | $2,637,000 | +7.5% | 57,246 | +7.4% | 0.09% | +2.2% |
| Q2 2019 | $2,453,000 | +1.7% | 53,304 | -1.3% | 0.09% | -7.1% |
| Q1 2019 | $2,413,000 | +162.0% | 53,990 | +143.4% | 0.10% | +100.0% |
| Q4 2018 | $921,000 | – | 22,179 | – | 0.05% | – |
Download | ||||||
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% |