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 | $300,809 | -3.7% | 6,088 | +0.3% | 0.02% | -4.0% |
| Q2 2023 | $312,251 | +15.4% | 6,069 | +12.2% | 0.02% | +13.6% |
| Q1 2023 | $270,613 | +15.1% | 5,409 | +8.5% | 0.02% | +4.8% |
| Q4 2022 | $235,045 | +8.3% | 4,984 | +24.2% | 0.02% | +23.5% |
| Q1 2022 | $217,000 | -4.8% | 4,014 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $228,000 | +6.0% | 3,994 | +2.9% | 0.02% | -5.6% |
| Q3 2021 | $215,000 | +4.4% | 3,880 | +5.5% | 0.02% | 0.0% |
| Q2 2021 | $206,000 | -5.5% | 3,678 | -9.5% | 0.02% | -14.3% |
| Q1 2021 | $218,000 | -6.0% | 4,064 | -8.8% | 0.02% | -12.5% |
| Q4 2020 | $232,000 | +8.9% | 4,454 | +1.3% | 0.02% | -4.0% |
| Q3 2020 | $213,000 | -86.8% | 4,395 | -88.9% | 0.02% | -90.4% |
| Q4 2018 | $1,616,000 | – | 39,538 | – | 0.26% | – |
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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% |