ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,167 | -3.2% | 449 | +0.9% | 0.02% | +22.2% |
| Q2 2023 | $22,910 | -38.8% | 445 | -40.6% | 0.02% | -30.8% |
| Q1 2023 | $37,453 | +6.7% | 749 | +0.5% | 0.03% | 0.0% |
| Q4 2022 | $35,117 | +6.4% | 745 | +0.1% | 0.03% | 0.0% |
| Q3 2022 | $33,000 | -5.7% | 744 | +0.8% | 0.03% | +4.0% |
| Q2 2022 | $35,000 | -12.5% | 738 | -1.3% | 0.02% | -28.6% |
| Q1 2022 | $40,000 | -7.0% | 748 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $43,000 | +4.9% | 748 | +0.9% | 0.04% | +2.9% |
| Q3 2021 | $41,000 | -8.9% | 741 | -6.8% | 0.03% | 0.0% |
| Q2 2021 | $45,000 | +7.1% | 795 | +0.3% | 0.03% | 0.0% |
| Q1 2021 | $42,000 | +2.4% | 793 | +1.7% | 0.03% | +6.2% |
| Q4 2020 | $41,000 | +7.9% | 780 | +0.4% | 0.03% | +18.5% |
| Q3 2020 | $38,000 | +5.6% | 777 | +0.6% | 0.03% | +3.8% |
| Q2 2020 | $36,000 | +12.5% | 772 | +0.4% | 0.03% | -18.8% |
| Q1 2020 | $32,000 | +357.1% | 769 | +399.4% | 0.03% | +540.0% |
| Q4 2019 | $7,000 | 0.0% | 154 | +6.2% | 0.01% | -16.7% |
| Q3 2019 | $7,000 | -99.9% | 145 | -12.1% | 0.01% | -40.0% |
| Q3 2016 | $6,814,000 | -14.8% | 165 | -17.1% | 0.01% | -16.7% |
| Q2 2016 | $7,999,000 | +85.3% | 199 | +82.6% | 0.01% | +50.0% |
| Q1 2016 | $4,316,000 | +145.5% | 109 | +159.5% | 0.01% | +300.0% |
| Q4 2015 | $1,758,000 | – | 42 | – | 0.00% | – |
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% |