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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,853 | -8.4% | 11,978 | -4.6% | 0.01% | 0.0% |
| Q2 2023 | $645,916 | +16.4% | 12,554 | +13.2% | 0.01% | 0.0% |
| Q1 2023 | $555,057 | +21.2% | 11,094 | +14.2% | 0.01% | -16.7% |
| Q4 2022 | $458,086 | +7.3% | 9,713 | +1.6% | 0.01% | +20.0% |
| Q3 2022 | $427,000 | -6.8% | 9,556 | +0.0% | 0.01% | -16.7% |
| Q2 2022 | $458,000 | -10.7% | 9,555 | +0.3% | 0.01% | 0.0% |
| Q1 2022 | $513,000 | -20.0% | 9,523 | -15.3% | 0.01% | -14.3% |
| Q4 2021 | $641,000 | +7.6% | 11,242 | +4.5% | 0.01% | -12.5% |
| Q3 2021 | $596,000 | -3.4% | 10,754 | -2.4% | 0.01% | -11.1% |
| Q2 2021 | $617,000 | +4.6% | 11,013 | -0.0% | 0.01% | -10.0% |
| Q1 2021 | $590,000 | -13.4% | 11,018 | -15.6% | 0.01% | -28.6% |
| Q4 2020 | $681,000 | +3.8% | 13,061 | -3.6% | 0.01% | -17.6% |
| Q3 2020 | $656,000 | -4.0% | 13,542 | -8.0% | 0.02% | -19.0% |
| Q2 2020 | $683,000 | +10.9% | 14,722 | -1.1% | 0.02% | -19.2% |
| Q1 2020 | $616,000 | -31.9% | 14,882 | -21.4% | 0.03% | -27.8% |
| Q4 2019 | $905,000 | -3.7% | 18,927 | -7.2% | 0.04% | -25.0% |
| Q3 2019 | $940,000 | -10.4% | 20,406 | -10.5% | 0.05% | -20.0% |
| Q2 2019 | $1,049,000 | -14.0% | 22,798 | -16.5% | 0.06% | -24.1% |
| Q1 2019 | $1,220,000 | -4.6% | 27,300 | -11.2% | 0.08% | -37.3% |
| Q4 2018 | $1,279,000 | -22.9% | 30,731 | -16.4% | 0.13% | -21.7% |
| Q3 2018 | $1,659,000 | -32.8% | 36,773 | -33.9% | 0.16% | -43.3% |
| Q2 2018 | $2,468,000 | -34.4% | 55,636 | -34.1% | 0.28% | -44.9% |
| Q1 2018 | $3,763,000 | -25.4% | 84,431 | -24.8% | 0.52% | -28.2% |
| Q4 2017 | $5,041,000 | -20.5% | 112,234 | -19.9% | 0.72% | -29.2% |
| Q3 2017 | $6,344,000 | +98.2% | 140,046 | +90.8% | 1.01% | +52.3% |
| Q2 2017 | $3,201,000 | +34.1% | 73,395 | +32.3% | 0.66% | +0.6% |
| Q1 2017 | $2,387,000 | – | 55,468 | – | 0.66% | – |
Download | ||||||
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% |