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 | $41,999 | -4.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43,733 | +2.8% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $42,526 | +6.1% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,086 | +5.5% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $38,000 | -5.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -13.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | -4.2% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | 0.0% | 850 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $48,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $48,000 | +6.7% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $45,000 | 0.0% | 850 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $45,000 | +7.1% | 850 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $42,000 | +5.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $40,000 | +14.3% | 850 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $35,000 | -12.5% | 850 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $40,000 | +2.6% | 850 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $39,000 | 0.0% | 850 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $39,000 | +2.6% | 850 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $38,000 | +8.6% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -10.3% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $39,000 | -47.3% | 850 | -49.5% | 0.01% | -46.7% |
| Q2 2018 | $74,000 | 0.0% | 1,683 | 0.0% | 0.02% | -16.7% |
| Q1 2018 | $74,000 | -81.0% | 1,683 | -80.2% | 0.02% | -80.4% |
| Q4 2017 | $390,000 | -18.6% | 8,512 | -21.3% | 0.09% | -25.2% |
| Q3 2017 | $479,000 | +1.5% | 10,822 | 0.0% | 0.12% | -4.7% |
| Q2 2017 | $472,000 | +13.2% | 10,822 | +10.2% | 0.13% | +6.6% |
| Q1 2017 | $417,000 | +18.5% | 9,824 | +12.3% | 0.12% | +4.3% |
| Q4 2016 | $352,000 | -2.2% | 8,746 | 0.0% | 0.12% | -7.2% |
| Q3 2016 | $360,000 | -13.3% | 8,746 | -16.0% | 0.12% | -19.4% |
| Q2 2016 | $415,000 | +1.0% | 10,415 | 0.0% | 0.16% | -5.5% |
| Q1 2016 | $411,000 | -3.3% | 10,415 | -4.7% | 0.16% | -7.3% |
| Q4 2015 | $425,000 | +6.0% | 10,925 | +3.8% | 0.18% | -16.1% |
| Q3 2015 | $401,000 | -8.4% | 10,525 | -2.4% | 0.21% | +1.9% |
| Q2 2015 | $438,000 | +0.9% | 10,786 | +2.4% | 0.21% | +3.5% |
| Q1 2015 | $434,000 | -8.6% | 10,531 | -11.1% | 0.20% | -18.7% |
| Q4 2014 | $475,000 | -8.7% | 11,851 | -7.8% | 0.25% | -19.3% |
| Q3 2014 | $520,000 | -2.6% | 12,851 | -2.5% | 0.30% | -6.2% |
| Q2 2014 | $534,000 | +3.5% | 13,186 | 0.0% | 0.32% | -3.8% |
| Q1 2014 | $516,000 | -3.6% | 13,186 | -5.1% | 0.34% | -10.6% |
| Q4 2013 | $535,000 | – | 13,901 | – | 0.38% | – |
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% |