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 | $434,462 | -4.0% | 8,793 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $452,400 | +2.8% | 8,793 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $439,914 | +6.1% | 8,793 | 0.0% | 0.03% | -3.4% |
| Q4 2022 | $414,678 | +105148.2% | 8,793 | 0.0% | 0.03% | -6.5% |
| Q3 2022 | $394 | -6.6% | 8,793 | 0.0% | 0.03% | -6.1% |
| Q2 2022 | $422 | -12.1% | 8,793 | -1.1% | 0.03% | +3.1% |
| Q1 2022 | $480 | +0.6% | 8,892 | +6.4% | 0.03% | -13.5% |
| Q4 2021 | $477 | +2.8% | 8,360 | 0.0% | 0.04% | -17.8% |
| Q3 2021 | $464 | -0.9% | 8,360 | 0.0% | 0.04% | -19.6% |
| Q2 2021 | $468 | +4.5% | 8,360 | 0.0% | 0.06% | -20.0% |
| Q1 2021 | $448 | – | 8,360 | – | 0.07% | – |
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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% |