ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,673 | -26.6% | 5,214 | -23.6% | 0.13% | -23.4% |
| Q2 2023 | $351,144 | -2.2% | 6,824 | -4.9% | 0.17% | -10.0% |
| Q1 2023 | $359,165 | -95.1% | 7,179 | -95.3% | 0.19% | -93.6% |
| Q4 2022 | $7,280,136 | +72701.4% | 154,371 | +71700.5% | 2.95% | +49083.3% |
| Q3 2022 | $10,000 | -16.7% | 215 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $12,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 215 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $11,000 | +10.0% | 215 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 215 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $10,000 | -76.2% | 215 | -78.9% | 0.01% | -82.8% |
| Q1 2020 | $42,000 | +320.0% | 1,018 | +373.5% | 0.03% | +383.3% |
| Q4 2019 | $10,000 | – | 215 | – | 0.01% | – |
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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% |