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% | – |
Download |
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% |