ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $92,000 | -45.9% | 1,661 | -48.9% | 0.00% | -57.1% |
| Q4 2020 | $170,000 | +53.2% | 3,249 | +42.3% | 0.01% | +16.7% |
| Q3 2020 | $111,000 | +3.7% | 2,284 | -0.9% | 0.01% | 0.0% |
| Q2 2020 | $107,000 | +15.1% | 2,305 | +2.4% | 0.01% | -14.3% |
| Q1 2020 | $93,000 | +20.8% | 2,252 | +40.2% | 0.01% | +16.7% |
| Q4 2019 | $77,000 | +4.1% | 1,606 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $74,000 | – | 1,605 | – | 0.01% | – |
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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% |