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 | $399,891 | -2.7% | 8,093 | +1.3% | 0.03% | 0.0% |
| Q2 2023 | $411,103 | +0.9% | 7,990 | -1.9% | 0.03% | -3.6% |
| Q1 2023 | $407,551 | -13.6% | 8,146 | -18.6% | 0.03% | -41.7% |
| Q4 2022 | $471,722 | +4.4% | 10,003 | -1.0% | 0.05% | +23.1% |
| Q3 2022 | $452,000 | -11.9% | 10,104 | -5.5% | 0.04% | -9.3% |
| Q2 2022 | $513,000 | -15.9% | 10,690 | -5.4% | 0.04% | -8.5% |
| Q1 2022 | $610,000 | -25.0% | 11,302 | -20.7% | 0.05% | -19.0% |
| Q4 2021 | $813,000 | +3.0% | 14,246 | +0.2% | 0.06% | -22.7% |
| Q3 2021 | $789,000 | -4.9% | 14,217 | -4.1% | 0.08% | -27.2% |
| Q2 2021 | $830,000 | +3.1% | 14,818 | -1.4% | 0.10% | -6.4% |
| Q1 2021 | $805,000 | -29.4% | 15,030 | -31.2% | 0.11% | -36.8% |
| Q4 2020 | $1,140,000 | +5.0% | 21,840 | -2.6% | 0.17% | -12.6% |
| Q3 2020 | $1,086,000 | +3.3% | 22,426 | -1.0% | 0.20% | +2.1% |
| Q2 2020 | $1,051,000 | +11.0% | 22,655 | -1.0% | 0.20% | -1.5% |
| Q1 2020 | $947,000 | -15.1% | 22,883 | -1.9% | 0.20% | +2.1% |
| Q4 2019 | $1,116,000 | -0.4% | 23,337 | -4.1% | 0.19% | -5.4% |
| Q3 2019 | $1,121,000 | +6.0% | 24,339 | +5.8% | 0.20% | +10.8% |
| Q2 2019 | $1,058,000 | +0.2% | 22,996 | -2.6% | 0.18% | 0.0% |
| Q1 2019 | $1,056,000 | +6.0% | 23,618 | -2.0% | 0.18% | 0.0% |
| Q4 2018 | $996,000 | -9.3% | 24,103 | -0.9% | 0.18% | -1.6% |
| Q3 2018 | $1,098,000 | +1.3% | 24,332 | -0.4% | 0.19% | +2.2% |
| Q2 2018 | $1,084,000 | -1.5% | 24,434 | -1.1% | 0.18% | -1.1% |
| Q1 2018 | $1,101,000 | +1.0% | 24,700 | +1.8% | 0.19% | +2.2% |
| Q4 2017 | $1,090,000 | -2.4% | 24,261 | -2.6% | 0.18% | -5.2% |
| Q3 2017 | $1,117,000 | +1.4% | 24,914 | -1.4% | 0.19% | +18.5% |
| Q2 2017 | $1,102,000 | +3.7% | 25,261 | +0.7% | 0.16% | +8.7% |
| Q1 2017 | $1,063,000 | +1.7% | 25,077 | -2.6% | 0.15% | -0.7% |
| Q4 2016 | $1,045,000 | +0.2% | 25,743 | +1.5% | 0.15% | -2.0% |
| Q3 2016 | $1,043,000 | +4.6% | 25,357 | +1.9% | 0.15% | -3.2% |
| Q2 2016 | $997,000 | -0.3% | 24,894 | -1.8% | 0.16% | -12.2% |
| Q1 2016 | $1,000,000 | +3.3% | 25,341 | +1.8% | 0.18% | -14.7% |
| Q4 2015 | $968,000 | -0.5% | 24,885 | -2.4% | 0.21% | -3.2% |
| Q3 2015 | $973,000 | -8.2% | 25,508 | -2.5% | 0.22% | -1.4% |
| Q2 2015 | $1,060,000 | +1.4% | 26,149 | +2.2% | 0.22% | -0.5% |
| Q1 2015 | $1,045,000 | -0.6% | 25,589 | -2.3% | 0.22% | -7.5% |
| Q4 2014 | $1,051,000 | 0.0% | 26,185 | -1.7% | 0.24% | -1.2% |
| Q3 2014 | $1,051,000 | -8.4% | 26,629 | -6.0% | 0.24% | -7.3% |
| Q2 2014 | $1,147,000 | -4.7% | 28,330 | -7.9% | 0.26% | -10.0% |
| Q1 2014 | $1,204,000 | -3.1% | 30,761 | -4.6% | 0.29% | -3.3% |
| Q4 2013 | $1,242,000 | +7.3% | 32,251 | +2.7% | 0.30% | +1.3% |
| Q3 2013 | $1,157,000 | +7.5% | 31,389 | +3.5% | 0.30% | -1.0% |
| Q2 2013 | $1,076,000 | – | 30,330 | – | 0.30% | – |
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% |