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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $201,000 | -11.1% | 4,189 | -0.2% | 0.16% | +1.9% |
| Q1 2022 | $226,000 | -8.1% | 4,197 | -2.5% | 0.16% | 0.0% |
| Q4 2021 | $246,000 | +11.3% | 4,306 | +8.1% | 0.16% | +0.6% |
| Q3 2021 | $221,000 | -0.9% | 3,985 | +0.3% | 0.16% | +0.6% |
| Q2 2021 | $223,000 | +4.7% | 3,975 | -0.1% | 0.15% | +0.7% |
| Q1 2021 | $213,000 | -56.2% | 3,979 | -60.8% | 0.15% | -62.6% |
| Q4 2019 | $486,000 | +2.3% | 10,147 | +0.0% | 0.41% | +0.2% |
| Q3 2019 | $475,000 | +7.2% | 10,142 | +3.7% | 0.41% | +0.7% |
| Q2 2019 | $443,000 | +0.5% | 9,778 | +0.1% | 0.40% | +1.8% |
| Q1 2019 | $441,000 | +3.8% | 9,767 | -3.2% | 0.40% | -8.5% |
| Q4 2018 | $425,000 | -1.6% | 10,090 | +0.5% | 0.44% | +2.1% |
| Q3 2018 | $432,000 | -3.1% | 10,041 | -0.5% | 0.43% | +12.1% |
| Q2 2018 | $446,000 | +1.4% | 10,090 | +2.3% | 0.38% | -0.3% |
| Q1 2018 | $440,000 | +150.0% | 9,866 | +155.9% | 0.38% | +136.6% |
| Q4 2017 | $176,000 | – | 3,856 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |