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 | $9,387,607 | -3.5% | 189,994 | +0.5% | 0.41% | -4.0% |
| Q2 2023 | $9,729,739 | +3.3% | 189,111 | +0.5% | 0.43% | -13.2% |
| Q1 2023 | $9,417,885 | +5.8% | 188,245 | -0.3% | 0.49% | -0.4% |
| Q4 2022 | $8,904,542 | +170.7% | 188,816 | +157.0% | 0.49% | +113.9% |
| Q3 2022 | $3,289,000 | -38.2% | 73,457 | -33.7% | 0.23% | -52.6% |
| Q2 2022 | $5,321,000 | +35.7% | 110,844 | +52.5% | 0.49% | +46.7% |
| Q1 2022 | $3,921,000 | +0.8% | 72,664 | +1.8% | 0.33% | -1.2% |
| Q4 2021 | $3,888,000 | +3.3% | 71,369 | +8.7% | 0.34% | +4.3% |
| Q3 2021 | $3,765,000 | -3.1% | 65,672 | -4.2% | 0.32% | -10.3% |
| Q2 2021 | $3,887,000 | +6.2% | 68,523 | +3.2% | 0.36% | -0.6% |
| Q1 2021 | $3,659,000 | +12.2% | 66,400 | +9.7% | 0.36% | +5.2% |
| Q4 2020 | $3,261,000 | +11.9% | 60,516 | -1.4% | 0.34% | -11.6% |
| Q3 2020 | $2,915,000 | -4.4% | 61,377 | -1.8% | 0.39% | -1.8% |
| Q2 2020 | $3,048,000 | +14.3% | 62,514 | -3.0% | 0.40% | -12.2% |
| Q1 2020 | $2,667,000 | -30.9% | 64,447 | -18.8% | 0.45% | -11.2% |
| Q4 2019 | $3,859,000 | +11.8% | 79,407 | +6.0% | 0.51% | +2.4% |
| Q3 2019 | $3,451,000 | +11.0% | 74,928 | +10.9% | 0.50% | +6.9% |
| Q2 2019 | $3,110,000 | +1.1% | 67,577 | -1.8% | 0.46% | -2.7% |
| Q1 2019 | $3,075,000 | +23.6% | 68,794 | +14.2% | 0.48% | +9.7% |
| Q4 2018 | $2,488,000 | -7.5% | 60,228 | +1.0% | 0.43% | +9.3% |
| Q3 2018 | $2,691,000 | +3.7% | 59,635 | +2.0% | 0.40% | -1.7% |
| Q2 2018 | $2,595,000 | +0.8% | 58,494 | +1.3% | 0.40% | -2.9% |
| Q1 2018 | $2,574,000 | +41.5% | 57,743 | +42.6% | 0.42% | +60.6% |
| Q4 2017 | $1,819,000 | +22.0% | 40,495 | +21.7% | 0.26% | -19.8% |
| Q3 2017 | $1,491,000 | +24.7% | 33,269 | +21.3% | 0.32% | +7.7% |
| Q2 2017 | $1,196,000 | +17.1% | 27,429 | +13.9% | 0.30% | +11.5% |
| Q1 2017 | $1,021,000 | +4.7% | 24,088 | +0.3% | 0.27% | -25.7% |
| Q4 2016 | $975,000 | -6.4% | 24,023 | -5.1% | 0.36% | -16.8% |
| Q3 2016 | $1,042,000 | +15.8% | 25,315 | +12.6% | 0.44% | +6.6% |
| Q2 2016 | $900,000 | +43.1% | 22,474 | +40.9% | 0.41% | +6.0% |
| Q1 2016 | $629,000 | +18.5% | 15,954 | +16.8% | 0.38% | +66.7% |
| Q4 2015 | $531,000 | -31.0% | 13,661 | -32.3% | 0.23% | -56.5% |
| Q3 2015 | $770,000 | -3.6% | 20,191 | +2.5% | 0.53% | +8.1% |
| Q2 2015 | $799,000 | -25.3% | 19,706 | -24.8% | 0.49% | -9.2% |
| Q1 2015 | $1,069,000 | +21.9% | 26,192 | +19.8% | 0.54% | +23.0% |
| Q4 2014 | $877,000 | +33.9% | 21,860 | +31.8% | 0.44% | +24.3% |
| Q3 2014 | $655,000 | +2.2% | 16,584 | +4.8% | 0.35% | +32.6% |
| Q2 2014 | $641,000 | +78.6% | 15,827 | +72.5% | 0.27% | +64.8% |
| Q1 2014 | $359,000 | +191.9% | 9,177 | +186.4% | 0.16% | +276.7% |
| Q4 2013 | $123,000 | +92.2% | 3,204 | +85.6% | 0.04% | +30.3% |
| Q3 2013 | $64,000 | – | 1,726 | – | 0.03% | – |
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% |