ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,093 | -1.8% | 5,689 | +2.2% | 0.26% | +4.4% |
| Q2 2023 | $286,319 | +5.8% | 5,565 | +2.9% | 0.25% | +9.7% |
| Q1 2023 | $270,662 | +6.9% | 5,410 | +0.8% | 0.23% | +8.7% |
| Q4 2022 | $253,108 | +3.7% | 5,367 | -1.7% | 0.21% | +20.2% |
| Q3 2022 | $244,000 | -10.0% | 5,462 | +8.6% | 0.17% | +16.9% |
| Q1 2022 | $271,000 | -4.6% | 5,029 | +0.9% | 0.15% | -1.3% |
| Q4 2021 | $284,000 | +5.6% | 4,984 | +2.7% | 0.15% | 0.0% |
| Q3 2021 | $269,000 | +1.5% | 4,852 | +2.4% | 0.15% | +2.7% |
| Q2 2021 | $265,000 | +8.2% | 4,736 | +3.5% | 0.15% | +2.1% |
| Q1 2021 | $245,000 | +5.6% | 4,576 | +2.8% | 0.14% | -1.4% |
| Q4 2020 | $232,000 | +12.6% | 4,451 | +4.3% | 0.14% | -1.4% |
| Q3 2020 | $206,000 | +20500.0% | 4,266 | +10304.9% | 0.15% | +14600.0% |
| Q4 2019 | $1,000 | – | 41 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |