ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,386 | -2.4% | 1,040 | +1.7% | 0.02% | +4.8% |
| Q2 2023 | $52,633 | +2.8% | 1,023 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $51,180 | +106525.0% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $48 | -99.9% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $46,000 | -6.1% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $49,000 | -10.9% | 1,023 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $55,000 | -1.8% | 1,019 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $56,000 | -8.2% | 1,019 | -7.0% | 0.02% | -11.5% |
| Q3 2021 | $61,000 | -47.0% | 1,096 | -46.5% | 0.03% | -46.9% |
| Q2 2021 | $115,000 | +4.5% | 2,050 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $110,000 | -23.6% | 2,050 | -25.8% | 0.05% | -23.1% |
| Q4 2020 | $144,000 | +7.5% | 2,764 | +0.1% | 0.06% | -3.0% |
| Q3 2020 | $134,000 | -2.2% | 2,762 | -6.4% | 0.07% | -8.2% |
| Q2 2020 | $137,000 | +7.9% | 2,951 | -3.8% | 0.07% | -5.2% |
| Q1 2020 | $127,000 | -60.6% | 3,066 | -54.5% | 0.08% | -55.7% |
| Q4 2019 | $322,000 | -18.9% | 6,737 | -21.8% | 0.17% | -26.6% |
| Q3 2019 | $397,000 | +0.3% | 8,616 | +0.0% | 0.24% | -3.7% |
| Q2 2019 | $396,000 | +3.4% | 8,612 | +0.6% | 0.25% | -5.7% |
| Q1 2019 | $383,000 | -23.9% | 8,560 | -29.7% | 0.26% | -34.8% |
| Q4 2018 | $503,000 | – | 12,170 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |