ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,238,915 | -12.1% | 25,074 | -8.5% | 0.01% | -20.0% |
| Q2 2023 | $1,409,494 | -0.6% | 27,395 | -3.3% | 0.01% | 0.0% |
| Q1 2023 | $1,417,730 | -24.8% | 28,338 | -29.2% | 0.01% | -33.3% |
| Q4 2022 | $1,886,475 | +267.7% | 40,002 | +249.2% | 0.02% | +150.0% |
| Q3 2022 | $513,000 | -0.6% | 11,454 | +6.5% | 0.01% | -14.3% |
| Q2 2022 | $516,000 | -31.8% | 10,753 | -23.3% | 0.01% | -22.2% |
| Q1 2022 | $757,000 | -2.8% | 14,020 | +2.8% | 0.01% | -10.0% |
| Q4 2021 | $779,000 | +1.6% | 13,644 | -1.4% | 0.01% | 0.0% |
| Q3 2021 | $767,000 | -4.0% | 13,832 | -3.0% | 0.01% | -9.1% |
| Q2 2021 | $799,000 | +6.2% | 14,264 | +1.7% | 0.01% | -31.2% |
| Q1 2021 | $752,000 | +2.6% | 14,032 | -0.0% | 0.02% | -5.9% |
| Q4 2020 | $733,000 | +35.5% | 14,033 | +25.6% | 0.02% | +21.4% |
| Q3 2020 | $541,000 | +18.9% | 11,169 | +13.9% | 0.01% | +16.7% |
| Q2 2020 | $455,000 | -72.4% | 9,803 | -73.4% | 0.01% | -77.4% |
| Q1 2019 | $1,647,000 | +1.1% | 36,850 | -6.5% | 0.05% | -15.9% |
| Q4 2018 | $1,629,000 | -6.2% | 39,417 | +2.5% | 0.06% | +5.0% |
| Q3 2018 | $1,736,000 | -0.9% | 38,459 | -2.6% | 0.06% | -31.8% |
| Q2 2018 | $1,752,000 | -2.6% | 39,500 | -2.1% | 0.09% | +11.4% |
| Q1 2018 | $1,798,000 | +2.4% | 40,330 | +3.1% | 0.08% | +6.8% |
| Q4 2017 | $1,756,000 | +6.2% | 39,105 | +6.0% | 0.07% | -1.3% |
| Q3 2017 | $1,654,000 | +2.5% | 36,886 | -0.2% | 0.08% | -1.3% |
| Q2 2017 | $1,613,000 | +7.3% | 36,969 | +4.3% | 0.08% | +5.6% |
| Q1 2017 | $1,503,000 | +3.9% | 35,450 | -0.5% | 0.07% | -4.0% |
| Q4 2016 | $1,446,000 | -24.8% | 35,613 | -23.8% | 0.08% | +2.7% |
| Q3 2016 | $1,923,000 | +5.0% | 46,743 | +2.1% | 0.07% | -31.1% |
| Q2 2016 | $1,832,000 | -3.2% | 45,762 | -4.6% | 0.11% | -10.2% |
| Q1 2016 | $1,892,000 | +0.5% | 47,991 | -0.9% | 0.12% | -1.7% |
| Q4 2015 | $1,883,000 | -3.1% | 48,419 | -4.9% | 0.12% | -9.8% |
| Q3 2015 | $1,943,000 | -12.1% | 50,920 | -6.0% | 0.13% | -6.3% |
| Q2 2015 | $2,211,000 | 0.0% | 54,176 | 0.0% | 0.14% | 0.0% |
| Q1 2015 | $2,211,000 | +1.6% | 54,176 | -0.1% | 0.14% | -7.8% |
| Q4 2014 | $2,176,000 | -12.3% | 54,229 | -13.8% | 0.15% | -8.9% |
| Q3 2014 | $2,482,000 | +5.5% | 62,904 | +8.2% | 0.17% | +9.0% |
| Q2 2014 | $2,353,000 | +14.3% | 58,138 | +10.5% | 0.16% | +4.7% |
| Q1 2014 | $2,059,000 | +3.9% | 52,598 | +2.2% | 0.15% | -2.0% |
| Q4 2013 | $1,981,000 | +26.1% | 51,449 | +20.7% | 0.15% | +11.0% |
| Q3 2013 | $1,571,000 | +70.8% | 42,618 | +64.3% | 0.14% | +49.5% |
| Q2 2013 | $920,000 | +28.3% | 25,935 | +29.3% | 0.09% | +24.7% |
| Q1 2013 | $717,000 | – | 20,065 | – | 0.07% | – |
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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% |