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 | $353,225 | -8.1% | 7,149 | -4.3% | 0.05% | -5.8% |
| Q2 2023 | $384,300 | +3.8% | 7,469 | +0.9% | 0.05% | +2.0% |
| Q1 2023 | $370,393 | +2.5% | 7,403 | -3.4% | 0.05% | -3.8% |
| Q4 2022 | $361,487 | +4.5% | 7,665 | -0.8% | 0.05% | -3.6% |
| Q3 2022 | $346,000 | -4.2% | 7,730 | +2.9% | 0.06% | +1.9% |
| Q2 2022 | $361,000 | -16.6% | 7,514 | -6.3% | 0.05% | -8.5% |
| Q1 2022 | $433,000 | -4.2% | 8,016 | +1.2% | 0.06% | -1.7% |
| Q4 2021 | $452,000 | +88.3% | 7,918 | +83.2% | 0.06% | +66.7% |
| Q3 2021 | $240,000 | +2.6% | 4,321 | +3.3% | 0.04% | +2.9% |
| Q2 2021 | $234,000 | -82.8% | 4,184 | -83.5% | 0.04% | -84.7% |
| Q1 2021 | $1,359,000 | -4.4% | 25,370 | -6.9% | 0.23% | -17.3% |
| Q4 2020 | $1,422,000 | +15.2% | 27,238 | +6.9% | 0.28% | -7.0% |
| Q3 2020 | $1,234,000 | +10.5% | 25,485 | +5.8% | 0.30% | -19.5% |
| Q2 2020 | $1,117,000 | +5.5% | 24,082 | -2.1% | 0.37% | -1.1% |
| Q1 2020 | $1,059,000 | -9.9% | 24,590 | +0.6% | 0.37% | +7.2% |
| Q4 2019 | $1,176,000 | +7.5% | 24,444 | +2.9% | 0.35% | -9.8% |
| Q3 2019 | $1,094,000 | +3.7% | 23,762 | +3.1% | 0.39% | -4.4% |
| Q2 2019 | $1,055,000 | +7.1% | 23,047 | +4.6% | 0.40% | +1.0% |
| Q1 2019 | $985,000 | +11.7% | 22,034 | +3.2% | 0.40% | -7.0% |
| Q4 2018 | $882,000 | -7.0% | 21,343 | +1.6% | 0.43% | +61.4% |
| Q3 2018 | $948,000 | +14.8% | 21,009 | +12.8% | 0.27% | +4.7% |
| Q2 2018 | $826,000 | +1.0% | 18,617 | +1.4% | 0.26% | -10.2% |
| Q1 2018 | $818,000 | +0.4% | 18,352 | +1.1% | 0.28% | -2.7% |
| Q4 2017 | $815,000 | +0.5% | 18,147 | +0.3% | 0.29% | -9.3% |
| Q3 2017 | $811,000 | +4.6% | 18,094 | +1.8% | 0.32% | -2.7% |
| Q2 2017 | $775,000 | +5.9% | 17,777 | +3.0% | 0.33% | +0.3% |
| Q1 2017 | $732,000 | +1.7% | 17,267 | -2.7% | 0.33% | -2.4% |
| Q4 2016 | $720,000 | -1.6% | 17,746 | -0.3% | 0.34% | -8.4% |
| Q3 2016 | $732,000 | -46.4% | 17,796 | -49.4% | 0.37% | -46.6% |
| Q4 2015 | $1,366,000 | – | 35,144 | – | 0.69% | – |
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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% |