ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,747,188 | +86.5% | 35,361 | +78.0% | 0.39% | +73.2% |
| Q2 2023 | $936,740 | -6.3% | 19,863 | -6.3% | 0.22% | -7.4% |
| Q1 2023 | $999,651 | 0.0% | 21,197 | 0.0% | 0.24% | 0.0% |
| Q4 2022 | $999,651 | +145.0% | 21,197 | +135.5% | 0.24% | +130.5% |
| Q3 2022 | $408,000 | -9.7% | 9,002 | -2.9% | 0.10% | -7.1% |
| Q2 2022 | $452,000 | -5.4% | 9,267 | +4.6% | 0.11% | +2.7% |
| Q1 2022 | $478,000 | +123.4% | 8,861 | +136.0% | 0.11% | +115.7% |
| Q4 2021 | $214,000 | -5.3% | 3,755 | -7.9% | 0.05% | -15.0% |
| Q3 2021 | $226,000 | +7.1% | 4,078 | +8.4% | 0.06% | +9.1% |
| Q2 2021 | $211,000 | +29.4% | 3,763 | +24.0% | 0.06% | +17.0% |
| Q1 2021 | $163,000 | +5.2% | 3,034 | +2.1% | 0.05% | -4.1% |
| Q4 2020 | $155,000 | +9.9% | 2,973 | +2.1% | 0.05% | +75.0% |
| Q3 2020 | $141,000 | +76.2% | 2,913 | +68.7% | 0.03% | -6.7% |
| Q2 2020 | $80,000 | +122.2% | 1,727 | +98.3% | 0.03% | +76.5% |
| Q1 2020 | $36,000 | -96.5% | 871 | -96.0% | 0.02% | -96.0% |
| Q4 2019 | $1,038,000 | +4.2% | 21,687 | +0.3% | 0.42% | +23.5% |
| Q3 2019 | $996,000 | +7.2% | 21,632 | +7.2% | 0.34% | -8.4% |
| Q2 2019 | $929,000 | +3.0% | 20,180 | 0.0% | 0.37% | -1.9% |
| Q1 2019 | $902,000 | – | 20,180 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |