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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $363,000 | -12.9% | 7,570 | -4.8% | 0.03% | +420.0% |
| Q1 2022 | $417,000 | +2.0% | 7,953 | +11.0% | 0.01% | -81.5% |
| Q4 2021 | $409,000 | +4.1% | 7,168 | +1.2% | 0.03% | 0.0% |
| Q3 2021 | $393,000 | +12.3% | 7,084 | +13.5% | 0.03% | +12.5% |
| Q2 2021 | $350,000 | +12.5% | 6,243 | +7.5% | 0.02% | 0.0% |
| Q1 2021 | $311,000 | +10.3% | 5,806 | +7.5% | 0.02% | +4.3% |
| Q4 2020 | $282,000 | +7.6% | 5,402 | -0.1% | 0.02% | -4.2% |
| Q3 2020 | $262,000 | +29.1% | 5,409 | +9.5% | 0.02% | -22.6% |
| Q3 2016 | $203,000 | 0.0% | 4,940 | -4.1% | 0.03% | +82.4% |
| Q1 2016 | $203,000 | +1.5% | 5,153 | 0.0% | 0.02% | -46.9% |
| Q4 2015 | $200,000 | – | 5,153 | – | 0.03% | – |
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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% |