ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 217 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,130 | +27.6% | 9,434 | +32.9% | 0.35% | +39.7% |
| Q2 2023 | $365,302 | +6.2% | 7,100 | +3.3% | 0.25% | +3.7% |
| Q1 2023 | $343,862 | +17.1% | 6,873 | +10.4% | 0.24% | +13.6% |
| Q4 2022 | $293,575 | +3.0% | 6,225 | -2.2% | 0.21% | +1.9% |
| Q3 2022 | $285,000 | +3.6% | 6,363 | +11.2% | 0.21% | +6.6% |
| Q2 2022 | $275,000 | -5.8% | 5,720 | +5.7% | 0.20% | +10.1% |
| Q1 2022 | $292,000 | -5.2% | 5,409 | +0.3% | 0.18% | +2.3% |
| Q4 2021 | $308,000 | +5.1% | 5,394 | +2.0% | 0.18% | -4.4% |
| Q3 2021 | $293,000 | +3.5% | 5,289 | +5.0% | 0.18% | +4.6% |
| Q2 2021 | $283,000 | +4.8% | 5,039 | +0.1% | 0.18% | -6.9% |
| Q1 2021 | $270,000 | +0.7% | 5,036 | -1.9% | 0.19% | -5.1% |
| Q4 2020 | $268,000 | +10.3% | 5,133 | +2.5% | 0.20% | -3.4% |
| Q3 2020 | $243,000 | +16.3% | 5,008 | +11.2% | 0.20% | +4.6% |
| Q2 2020 | $209,000 | -2.8% | 4,505 | +0.1% | 0.20% | +10.7% |
| Q4 2019 | $215,000 | – | 4,502 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |