ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,073,829 | -2.7% | 21,733 | +1.4% | 0.53% | +1.3% |
| Q2 2023 | $1,103,165 | +4.8% | 21,441 | +1.9% | 0.52% | +1.0% |
| Q1 2023 | $1,052,347 | +1.4% | 21,034 | -4.4% | 0.52% | -4.4% |
| Q4 2022 | $1,037,472 | +7.2% | 21,999 | +1.8% | 0.54% | +8.0% |
| Q3 2022 | $968,000 | -6.4% | 21,620 | +0.4% | 0.50% | -2.0% |
| Q2 2022 | $1,034,000 | -14.5% | 21,537 | -3.9% | 0.51% | -7.1% |
| Q1 2022 | $1,209,000 | -4.9% | 22,407 | +0.6% | 0.55% | -0.9% |
| Q4 2021 | $1,271,000 | +10.5% | 22,267 | +7.4% | 0.56% | +7.6% |
| Q3 2021 | $1,150,000 | +7.2% | 20,740 | +8.2% | 0.52% | +6.2% |
| Q2 2021 | $1,073,000 | – | 19,162 | – | 0.49% | – |
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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% |