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 | $940,168 | -4.6% | 19,028 | -0.7% | 0.02% | 0.0% |
| Q2 2023 | $985,808 | +149264.8% | 19,161 | +45.2% | 0.02% | +21.4% |
| Q1 2023 | $660 | +21.5% | 13,200 | +14.6% | 0.01% | -6.7% |
| Q4 2022 | $543 | -99.9% | 11,517 | +0.6% | 0.02% | -6.2% |
| Q3 2022 | $512,000 | -6.4% | 11,444 | +0.4% | 0.02% | -5.9% |
| Q2 2022 | $547,000 | -11.6% | 11,397 | -0.7% | 0.02% | -10.5% |
| Q1 2022 | $619,000 | -16.2% | 11,479 | -11.4% | 0.02% | -13.6% |
| Q4 2021 | $739,000 | -4.3% | 12,955 | -6.9% | 0.02% | -12.0% |
| Q3 2021 | $772,000 | -0.1% | 13,919 | +0.9% | 0.02% | -7.4% |
| Q2 2021 | $773,000 | +2.0% | 13,800 | -2.5% | 0.03% | -12.9% |
| Q1 2021 | $758,000 | +204.4% | 14,157 | +175.5% | 0.03% | +106.7% |
| Q3 2020 | $249,000 | – | 5,139 | – | 0.02% | – |
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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% |