ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $18,031 | +7.6% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $16,750 | -4.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,442 | +102500.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17 | +6.2% | 339 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $16 | -99.9% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 339 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $16,000 | -15.8% | 339 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $19,000 | +5.6% | 339 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $18,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 339 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $14,000 | -12.5% | 339 | 0.0% | 0.02% | +25.0% |
| Q4 2019 | $16,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $16,000 | 0.0% | 339 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $16,000 | +6.7% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 339 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $14,000 | -6.7% | 339 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 339 | +0.9% | 0.01% | -7.7% |
| Q2 2017 | $15,000 | +15.4% | 336 | +13.1% | 0.01% | +8.3% |
| Q1 2017 | $13,000 | – | 297 | – | 0.01% | – |
Download | ||||||
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% |