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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,210,076 | -14.8% | 24,187 | -19.7% | 0.16% | -20.7% |
| Q4 2022 | $1,420,695 | +3.5% | 30,125 | -1.7% | 0.21% | +3.0% |
| Q3 2022 | $1,372,000 | -2.6% | 30,646 | +4.4% | 0.20% | +8.6% |
| Q2 2022 | $1,409,000 | -17.1% | 29,348 | -6.9% | 0.19% | +6.3% |
| Q1 2022 | $1,700,000 | -6.4% | 31,513 | -0.9% | 0.18% | 0.0% |
| Q4 2021 | $1,816,000 | -1.4% | 31,814 | -4.2% | 0.18% | -12.5% |
| Q3 2021 | $1,842,000 | -11.1% | 33,207 | -10.3% | 0.20% | -15.3% |
| Q2 2021 | $2,073,000 | +3.0% | 37,023 | -1.5% | 0.24% | -9.9% |
| Q1 2021 | $2,013,000 | +725.0% | 37,593 | +613.3% | 0.26% | +445.8% |
| Q2 2020 | $244,000 | -57.6% | 5,270 | -56.3% | 0.05% | -53.4% |
| Q4 2019 | $576,000 | +3.8% | 12,050 | 0.0% | 0.10% | -9.6% |
| Q3 2019 | $555,000 | 0.0% | 12,050 | 0.0% | 0.11% | -10.2% |
| Q2 2019 | $555,000 | +3.0% | 12,050 | 0.0% | 0.13% | -5.2% |
| Q1 2019 | $539,000 | +8.2% | 12,050 | 0.0% | 0.13% | -8.2% |
| Q4 2018 | $498,000 | – | 12,050 | – | 0.15% | – |
Download | ||||||
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% |