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 | $2,190,996 | -3.9% | 44,343 | +0.1% | 0.36% | -1.4% |
| Q2 2023 | $2,280,263 | +2.8% | 44,320 | -0.0% | 0.37% | -6.1% |
| Q1 2023 | $2,217,364 | +6.4% | 44,321 | +0.3% | 0.39% | -2.0% |
| Q4 2022 | $2,084,551 | +5.4% | 44,202 | +0.1% | 0.40% | -3.8% |
| Q3 2022 | $1,977,000 | -8.7% | 44,151 | -2.2% | 0.42% | -9.3% |
| Q2 2022 | $2,166,000 | -0.2% | 45,133 | +12.2% | 0.46% | +12.7% |
| Q1 2022 | $2,171,000 | -5.2% | 40,230 | +0.3% | 0.41% | -7.7% |
| Q4 2021 | $2,290,000 | +3.4% | 40,114 | +0.5% | 0.44% | -2.6% |
| Q3 2021 | $2,214,000 | -1.9% | 39,914 | -0.9% | 0.45% | -10.6% |
| Q2 2021 | $2,257,000 | +1.6% | 40,295 | -2.8% | 0.51% | -6.3% |
| Q1 2021 | $2,221,000 | -11.3% | 41,463 | -13.6% | 0.54% | -14.2% |
| Q4 2020 | $2,504,000 | -14.2% | 47,967 | -20.4% | 0.63% | -39.8% |
| Q3 2020 | $2,917,000 | -34.0% | 60,224 | -36.8% | 1.05% | -38.6% |
| Q2 2020 | $4,420,000 | +5.0% | 95,270 | -6.3% | 1.71% | -12.5% |
| Q1 2020 | $4,210,000 | -44.3% | 101,729 | -35.7% | 1.95% | -28.9% |
| Q4 2019 | $7,565,000 | -1.6% | 158,130 | -5.3% | 2.75% | -8.1% |
| Q3 2019 | $7,691,000 | -25.7% | 166,965 | -25.8% | 2.99% | -27.1% |
| Q2 2019 | $10,350,000 | +2.4% | 224,895 | -0.5% | 4.10% | -2.5% |
| Q1 2019 | $10,105,000 | +1862.1% | 226,048 | +1713.5% | 4.21% | +1531.4% |
| Q4 2018 | $515,000 | +43.9% | 12,465 | +34.3% | 0.26% | -16.8% |
| Q4 2013 | $358,000 | – | 9,280 | – | 0.31% | – |
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% |