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 | $421,117 | -3.5% | 8,480 | 0.0% | 0.10% | +2.0% |
| Q2 2023 | $436,296 | +2.8% | 8,480 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $424,254 | +6.1% | 8,480 | 0.0% | 0.10% | +4.1% |
| Q4 2022 | $399,917 | +2.5% | 8,480 | 0.0% | 0.10% | -13.4% |
| Q3 2022 | $390,000 | -6.0% | 8,480 | 0.0% | 0.11% | +13.1% |
| Q2 2022 | $415,000 | -9.4% | 8,480 | 0.0% | 0.10% | +6.5% |
| Q1 2022 | $458,000 | -5.6% | 8,480 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $485,000 | +3.2% | 8,480 | 0.0% | 0.09% | -12.1% |
| Q3 2021 | $470,000 | -1.1% | 8,480 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $475,000 | +7.2% | 8,480 | 0.0% | 0.11% | -5.3% |
| Q1 2021 | $443,000 | +7.8% | 8,480 | 0.0% | 0.11% | +0.9% |
| Q4 2020 | $411,000 | -55.7% | 8,480 | -56.3% | 0.11% | -54.7% |
| Q3 2020 | $927,000 | +1.8% | 19,383 | 0.0% | 0.25% | +1.6% |
| Q2 2020 | $911,000 | -38.7% | 19,383 | -45.5% | 0.24% | -48.1% |
| Q1 2020 | $1,486,000 | -53.6% | 35,537 | -47.0% | 0.47% | -39.8% |
| Q4 2019 | $3,203,000 | +4.1% | 67,054 | 0.0% | 0.78% | +3.0% |
| Q3 2019 | $3,076,000 | -27.6% | 67,054 | -27.3% | 0.76% | -27.3% |
| Q2 2019 | $4,246,000 | -27.8% | 92,267 | -29.5% | 1.04% | -33.1% |
| Q1 2019 | $5,877,000 | +3.8% | 130,913 | -4.5% | 1.55% | -15.5% |
| Q4 2018 | $5,660,000 | +2027.8% | 137,022 | +2143.0% | 1.84% | +1649.5% |
| Q2 2017 | $266,000 | -48.8% | 6,109 | -50.2% | 0.10% | -53.7% |
| Q1 2017 | $520,000 | +4.4% | 12,262 | 0.0% | 0.23% | +3.7% |
| Q4 2016 | $498,000 | -1.4% | 12,262 | 0.0% | 0.22% | 0.0% |
| Q3 2016 | $505,000 | +5.0% | 12,262 | +2.1% | 0.22% | +9.0% |
| Q2 2016 | $481,000 | +1.1% | 12,015 | -0.3% | 0.20% | -3.4% |
| Q1 2016 | $476,000 | +1.5% | 12,055 | 0.0% | 0.21% | -3.3% |
| Q4 2015 | $469,000 | – | 12,055 | – | 0.22% | – |
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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% |