ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,648 | -4.0% | 4,749 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $244,336 | +1.5% | 4,749 | -1.3% | 0.02% | -14.3% |
| Q1 2023 | $240,744 | +5.7% | 4,812 | -0.4% | 0.03% | +3.7% |
| Q4 2022 | $227,830 | +5.5% | 4,831 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $216,000 | -7.3% | 4,831 | -0.6% | 0.03% | 0.0% |
| Q2 2022 | $233,000 | -11.1% | 4,859 | +0.1% | 0.03% | -3.4% |
| Q1 2022 | $262,000 | -5.4% | 4,854 | 0.0% | 0.03% | -12.1% |
| Q4 2021 | $277,000 | +3.0% | 4,854 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $269,000 | +0.7% | 4,854 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $267,000 | +5.1% | 4,775 | +0.5% | 0.03% | -5.6% |
| Q1 2021 | $254,000 | +0.8% | 4,750 | -1.6% | 0.04% | -2.7% |
| Q4 2020 | $252,000 | +18.9% | 4,828 | +10.4% | 0.04% | -7.5% |
| Q3 2020 | $212,000 | +5200.0% | 4,375 | +5509.0% | 0.04% | +3900.0% |
| Q2 2020 | $4,000 | +33.3% | 78 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -25.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | -20.0% | 78 | -30.4% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $5,000 | -58.3% | 112 | -57.6% | 0.00% | -50.0% |
| Q1 2019 | $12,000 | +9.1% | 264 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $11,000 | – | 264 | – | 0.01% | – |
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% |