ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,703 | -4.7% | 6,329 | -1.1% | 0.10% | -3.0% |
| Q2 2023 | $328,089 | -17.3% | 6,402 | -18.7% | 0.10% | -12.9% |
| Q1 2023 | $396,871 | -0.9% | 7,876 | -7.3% | 0.12% | -8.7% |
| Q4 2022 | $400,614 | +15.1% | 8,495 | +9.2% | 0.13% | +5.8% |
| Q3 2022 | $348,000 | -6.7% | 7,778 | +0.2% | 0.12% | -5.5% |
| Q2 2022 | $373,000 | -15.2% | 7,765 | -4.9% | 0.13% | -9.3% |
| Q1 2022 | $440,000 | -0.9% | 8,162 | +4.8% | 0.14% | -9.1% |
| Q4 2021 | $444,000 | +16.2% | 7,785 | +13.1% | 0.15% | +4.1% |
| Q3 2021 | $382,000 | +10.1% | 6,883 | +11.1% | 0.15% | 0.0% |
| Q2 2021 | $347,000 | +35.0% | 6,195 | +29.1% | 0.15% | +33.3% |
| Q1 2021 | $257,000 | +634.3% | 4,799 | +538.2% | 0.11% | +404.5% |
| Q2 2019 | $35,000 | +2.9% | 752 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $34,000 | +9.7% | 752 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $31,000 | +520.0% | 752 | +526.7% | 0.02% | +700.0% |
| Q3 2018 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $5,000 | – | 120 | – | 0.00% | – |
Download | ||||||
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% |