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 | $53,874 | -0.4% | 1,090 | +3.6% | 0.01% | 0.0% |
| Q2 2023 | $54,108 | +3.2% | 1,052 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $52,439 | +6.1% | 1,048 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $49,407 | +14.9% | 1,048 | +8.4% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -15.7% | 967 | -9.7% | 0.01% | -12.5% |
| Q2 2022 | $51,000 | 0.0% | 1,071 | +14.3% | 0.01% | +14.3% |
| Q1 2022 | $51,000 | -28.2% | 937 | -24.6% | 0.01% | -22.2% |
| Q4 2021 | $71,000 | -5.3% | 1,242 | -7.7% | 0.01% | -10.0% |
| Q3 2021 | $75,000 | -8.5% | 1,345 | -8.3% | 0.01% | -9.1% |
| Q2 2021 | $82,000 | +1.2% | 1,467 | -5.9% | 0.01% | -8.3% |
| Q4 2020 | $81,000 | +17.4% | 1,559 | +8.8% | 0.01% | 0.0% |
| Q3 2020 | $69,000 | +4.5% | 1,433 | +1.1% | 0.01% | 0.0% |
| Q2 2020 | $66,000 | -25.0% | 1,417 | -33.3% | 0.01% | -40.0% |
| Q1 2020 | $88,000 | -62.9% | 2,123 | -57.1% | 0.02% | -70.6% |
| Q4 2019 | $237,000 | +45.4% | 4,952 | +39.8% | 0.07% | +38.8% |
| Q3 2019 | $163,000 | +48.2% | 3,542 | +48.6% | 0.05% | +32.4% |
| Q2 2019 | $110,000 | +182.1% | 2,384 | +149.4% | 0.04% | +131.2% |
| Q4 2018 | $39,000 | +21.9% | 956 | +34.5% | 0.02% | +23.1% |
| Q3 2018 | $32,000 | – | 711 | – | 0.01% | – |
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% |