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 2021 | $369,621 | -0.8% | 6,663 | +0.2% | 0.11% | -1.9% |
| Q2 2021 | $372,505 | +4.6% | 6,651 | +0.1% | 0.11% | -6.1% |
| Q1 2021 | $356,010 | +2.6% | 6,646 | 0.0% | 0.12% | -6.5% |
| Q4 2020 | $346,970 | +6.7% | 6,646 | -1.0% | 0.12% | -6.8% |
| Q3 2020 | $325,096 | +4.5% | 6,711 | +0.2% | 0.13% | -8.3% |
| Q2 2020 | $311,000 | -3.4% | 6,696 | -14.0% | 0.14% | -15.8% |
| Q1 2020 | $322,000 | -13.7% | 7,790 | 0.0% | 0.17% | +5.6% |
| Q4 2019 | $373,000 | +4.5% | 7,790 | +0.4% | 0.16% | -3.6% |
| Q3 2019 | $357,000 | -3.0% | 7,760 | -3.1% | 0.17% | +6.3% |
| Q2 2019 | $368,000 | +1.4% | 8,006 | -1.5% | 0.16% | -17.7% |
| Q1 2019 | $363,000 | +8.4% | 8,128 | +0.2% | 0.19% | -7.2% |
| Q4 2018 | $335,000 | – | 8,111 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |