ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 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 | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |