ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,250 | -11.4% | 8,019 | -7.8% | 0.01% | -28.6% |
| Q2 2023 | $447,486 | +3.6% | 8,698 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $432,106 | -4.2% | 8,636 | -9.7% | 0.01% | -22.2% |
| Q4 2022 | $450,941 | -1.1% | 9,561 | -6.1% | 0.01% | -10.0% |
| Q3 2022 | $456,000 | -7.5% | 10,184 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $493,000 | -68.7% | 10,242 | -62.9% | 0.01% | -75.6% |
| Q4 2021 | $1,576,000 | +3.9% | 27,603 | +0.9% | 0.04% | +10.8% |
| Q3 2021 | $1,517,000 | – | 27,348 | – | 0.04% | – |
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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% |