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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $116,000 | +4.5% | 2,040 | +1.8% | 0.01% | -11.1% |
| Q3 2021 | $111,000 | -0.9% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $112,000 | 0.0% | 2,004 | -4.5% | 0.01% | -10.0% |
| Q1 2021 | $112,000 | +1.8% | 2,098 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $110,000 | +7.8% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $102,000 | +18.6% | 2,098 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $86,000 | -51.1% | 2,078 | -43.5% | 0.01% | -38.9% |
| Q4 2019 | $176,000 | +0.6% | 3,681 | -2.9% | 0.02% | -5.3% |
| Q3 2019 | $175,000 | 0.0% | 3,792 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $175,000 | -41.5% | 3,792 | -47.6% | 0.02% | -69.4% |
| Q4 2018 | $299,000 | -98.8% | 7,241 | +1051.2% | 0.06% | +1140.0% |
| Q4 2016 | $26,000,000 | +99900.0% | 629 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $26,000 | +100.0% | 629 | +86.6% | 0.01% | +25.0% |
| Q1 2015 | $13,000 | -7.1% | 337 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $14,000 | -73.6% | 337 | -74.8% | 0.01% | -54.5% |
| Q3 2014 | $53,000 | – | 1,337 | – | 0.01% | – |
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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% |