ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,512 | -4.4% | 11,188 | -0.3% | 0.21% | -5.0% |
| Q2 2023 | $582,023 | +0.6% | 11,225 | -1.9% | 0.22% | -13.7% |
| Q1 2023 | $578,543 | -6.3% | 11,438 | -9.9% | 0.26% | -9.3% |
| Q4 2022 | $617,608 | +5.8% | 12,695 | -2.7% | 0.28% | -8.2% |
| Q3 2022 | $584,000 | -4.1% | 13,052 | +3.0% | 0.31% | +0.3% |
| Q2 2022 | $609,000 | -5.7% | 12,670 | +3.1% | 0.30% | 0.0% |
| Q1 2022 | $646,000 | -0.9% | 12,286 | +6.7% | 0.30% | +3.0% |
| Q4 2021 | $652,000 | – | 11,513 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |