ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,299 | -3.7% | 5,965 | +0.8% | 0.16% | -0.6% |
| Q2 2023 | $304,533 | +2.7% | 5,919 | -0.1% | 0.16% | -4.8% |
| Q1 2023 | $296,478 | +9.1% | 5,926 | +2.9% | 0.17% | -2.3% |
| Q4 2022 | $271,642 | -12.9% | 5,760 | -17.4% | 0.17% | -25.7% |
| Q3 2022 | $312,000 | -13.8% | 6,973 | -7.4% | 0.23% | -11.5% |
| Q2 2022 | $362,000 | -9.5% | 7,532 | +2.0% | 0.26% | +1.6% |
| Q1 2022 | $400,000 | +4.7% | 7,386 | +10.5% | 0.26% | -8.6% |
| Q4 2021 | $382,000 | +3.5% | 6,685 | +0.4% | 0.28% | -6.0% |
| Q3 2021 | $369,000 | +2.2% | 6,658 | +2.6% | 0.30% | +1.7% |
| Q2 2021 | $361,000 | +5.9% | 6,488 | +4.5% | 0.29% | +0.7% |
| Q1 2021 | $341,000 | -13.9% | 6,209 | -18.1% | 0.29% | -23.2% |
| Q4 2020 | $396,000 | – | 7,584 | – | 0.38% | – |
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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% |