ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |