ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $709,677 | +129.7% | 15,048 | +133.7% | 0.01% | +40.0% |
| Q2 2022 | $309,000 | -18.3% | 6,439 | -8.2% | 0.01% | 0.0% |
| Q1 2022 | $378,000 | -38.8% | 7,011 | -35.2% | 0.01% | -44.4% |
| Q4 2021 | $618,000 | +3.0% | 10,820 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $600,000 | +1.4% | 10,808 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $592,000 | +30.4% | 10,578 | +24.8% | 0.01% | +11.1% |
| Q1 2021 | $454,000 | +26.5% | 8,478 | +23.1% | 0.01% | +28.6% |
| Q4 2020 | $359,000 | – | 6,886 | – | 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% |