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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261,124 | +5.3% | 5,537 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $248,000 | -26.8% | 5,537 | -8.5% | 0.02% | -9.5% |
| Q2 2021 | $339,000 | +17.7% | 6,053 | +12.6% | 0.02% | 0.0% |
| Q1 2021 | $288,000 | +34.0% | 5,375 | +21.3% | 0.02% | -4.5% |
| Q3 2020 | $215,000 | -1.8% | 4,430 | -6.1% | 0.02% | -26.7% |
| Q2 2020 | $219,000 | +0.5% | 4,717 | -10.4% | 0.03% | -3.2% |
| Q1 2020 | $218,000 | -15.8% | 5,266 | -2.9% | 0.03% | 0.0% |
| Q4 2019 | $259,000 | – | 5,422 | – | 0.03% | – |
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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% |