ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 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% | – |
Download | ||||||
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% |