ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $189,586 | -4.9% | 3,837 | -1.0% | 0.03% | -10.3% |
| Q2 2023 | $199,330 | +4.0% | 3,874 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $191,659 | -76.3% | 3,874 | -73.2% | 0.03% | -78.6% |
| Q3 2021 | $807,000 | 0.0% | 14,482 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $807,000 | +12.7% | 14,482 | +8.3% | 0.14% | +2.8% |
| Q1 2021 | $716,000 | -10.7% | 13,372 | -12.9% | 0.14% | -15.1% |
| Q4 2020 | $802,000 | -89.0% | 15,360 | +8433.3% | 0.17% | +1744.4% |
| Q4 2016 | $7,304,000 | – | 180 | – | 0.01% | – |
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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% |