ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,471,143 | -4.0% | 50,013 | 0.0% | 1.19% | +0.4% |
| Q2 2023 | $2,573,169 | +2.8% | 50,013 | 0.0% | 1.18% | -0.2% |
| Q1 2023 | $2,502,151 | -55.5% | 50,013 | -58.0% | 1.18% | -57.5% |
| Q4 2022 | $5,618,878 | +167.4% | 119,145 | +154.0% | 2.78% | +170.1% |
| Q3 2022 | $2,101,000 | -6.7% | 46,916 | 0.0% | 1.03% | -4.6% |
| Q2 2022 | $2,252,000 | -13.4% | 46,916 | -2.6% | 1.08% | +3.1% |
| Q1 2022 | $2,599,000 | -13.8% | 48,169 | -8.8% | 1.05% | +8.4% |
| Q4 2021 | $3,016,000 | +7.6% | 52,843 | +4.6% | 0.97% | +0.8% |
| Q3 2021 | $2,803,000 | -1.8% | 50,524 | -0.9% | 0.96% | +2.8% |
| Q2 2021 | $2,854,000 | +4.7% | 50,970 | +0.2% | 0.93% | -9.2% |
| Q1 2021 | $2,725,000 | +2.6% | 50,870 | 0.0% | 1.03% | -25.0% |
| Q4 2020 | $2,655,000 | +25.7% | 50,870 | +16.7% | 1.37% | +15.5% |
| Q3 2020 | $2,112,000 | -20.8% | 43,609 | -24.1% | 1.18% | -29.4% |
| Q2 2020 | $2,665,000 | +95.2% | 57,449 | +74.2% | 1.68% | +64.5% |
| Q1 2020 | $1,365,000 | +146.8% | 32,978 | +146.2% | 1.02% | +62.9% |
| Q4 2018 | $553,000 | – | 13,393 | – | 0.63% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |