ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,846 | -4.0% | 7,323 | 0.0% | 0.03% | -3.1% |
| Q2 2023 | $376,784 | -12.7% | 7,323 | -15.1% | 0.03% | -20.0% |
| Q1 2023 | $431,424 | +5.9% | 8,623 | -0.2% | 0.04% | -4.8% |
| Q4 2022 | $407,336 | -50.6% | 8,637 | -53.1% | 0.04% | -10.6% |
| Q3 2022 | $825,000 | -34.4% | 18,411 | -29.6% | 0.05% | -34.7% |
| Q2 2022 | $1,257,000 | -18.6% | 26,159 | -8.5% | 0.07% | -4.0% |
| Q1 2022 | $1,544,000 | +81.4% | 28,602 | +92.3% | 0.08% | -10.7% |
| Q4 2021 | $851,000 | +42.8% | 14,876 | +39.9% | 0.08% | +37.7% |
| Q2 2021 | $596,000 | +4.7% | 10,631 | +0.0% | 0.06% | -19.7% |
| Q1 2021 | $569,000 | +18.3% | 10,627 | +15.3% | 0.08% | +7.0% |
| Q4 2020 | $481,000 | +10.6% | 9,218 | +2.6% | 0.07% | 0.0% |
| Q3 2020 | $435,000 | +27.9% | 8,988 | +22.8% | 0.07% | +14.5% |
| Q2 2020 | $340,000 | +12.2% | 7,321 | 0.0% | 0.06% | -10.1% |
| Q1 2020 | $303,000 | -81.7% | 7,321 | -78.8% | 0.07% | -72.5% |
| Q4 2019 | $1,656,000 | +4.1% | 34,612 | +0.4% | 0.25% | -24.2% |
| Q3 2019 | $1,591,000 | +2.2% | 34,488 | +1.9% | 0.33% | +62.3% |
| Q2 2019 | $1,556,000 | +3.3% | 33,840 | +0.5% | 0.20% | -39.1% |
| Q1 2019 | $1,506,000 | +641.9% | 33,670 | +584.3% | 0.34% | +509.1% |
| Q4 2018 | $203,000 | – | 4,920 | – | 0.06% | – |
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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% |