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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $310,842 | -34.3% | 6,042 | -36.1% | 0.02% | -40.0% |
| Q1 2023 | $473,059 | -52.0% | 9,456 | -54.8% | 0.04% | -58.8% |
| Q4 2022 | $985,894 | -2.2% | 20,905 | -7.2% | 0.10% | -15.7% |
| Q3 2022 | $1,008,000 | -32.7% | 22,520 | -14.1% | 0.12% | -21.8% |
| Q4 2021 | $1,497,000 | +8.7% | 26,226 | +5.6% | 0.15% | -3.3% |
| Q3 2021 | $1,377,000 | +365.2% | 24,824 | +338.2% | 0.15% | +204.0% |
| Q4 2020 | $296,000 | +1.7% | 5,665 | -5.0% | 0.05% | -10.7% |
| Q3 2020 | $291,000 | -3.6% | 5,965 | -7.0% | 0.06% | -17.6% |
| Q2 2020 | $302,000 | -16.3% | 6,415 | -23.5% | 0.07% | -29.9% |
| Q1 2020 | $361,000 | -14.7% | 8,390 | -4.8% | 0.10% | -6.7% |
| Q4 2019 | $423,000 | +0.2% | 8,817 | -5.1% | 0.10% | -10.3% |
| Q3 2019 | $422,000 | +37.9% | 9,295 | +39.9% | 0.12% | +39.8% |
| Q2 2019 | $306,000 | +37.8% | 6,642 | +35.9% | 0.08% | +22.1% |
| Q1 2019 | $222,000 | -8.6% | 4,887 | -12.3% | 0.07% | -10.5% |
| Q4 2018 | $243,000 | +0.4% | 5,570 | -1.4% | 0.08% | -59.6% |
| Q3 2018 | $242,000 | -10.7% | 5,647 | -7.4% | 0.19% | -21.3% |
| Q2 2018 | $271,000 | +8.0% | 6,101 | +8.3% | 0.24% | +0.4% |
| Q1 2018 | $251,000 | – | 5,633 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |