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 | $314,291 | -5.4% | 6,361 | -1.5% | 0.14% | -2.9% |
| Q2 2023 | $332,348 | +2.8% | 6,460 | +0.0% | 0.14% | -4.8% |
| Q1 2023 | $323,142 | +5.8% | 6,459 | -0.3% | 0.15% | -4.5% |
| Q4 2022 | $305,548 | +52.0% | 6,479 | +83.7% | 0.15% | +87.8% |
| Q4 2021 | $201,000 | 0.0% | 3,526 | -2.7% | 0.08% | -7.9% |
| Q3 2021 | $201,000 | -1.0% | 3,624 | +0.0% | 0.09% | -1.1% |
| Q2 2021 | $203,000 | -69.8% | 3,623 | -71.1% | 0.09% | -68.8% |
| Q1 2021 | $672,000 | +1.4% | 12,548 | -1.2% | 0.29% | -3.7% |
| Q4 2020 | $663,000 | +7.8% | 12,698 | +0.0% | 0.30% | +7.2% |
| Q3 2020 | $615,000 | +4.4% | 12,696 | +0.0% | 0.28% | -5.1% |
| Q2 2020 | $589,000 | +10.7% | 12,695 | -1.2% | 0.29% | -8.4% |
| Q1 2020 | $532,000 | -13.9% | 12,845 | 0.0% | 0.32% | +27.9% |
| Q4 2019 | $618,000 | +4.9% | 12,845 | +2.8% | 0.25% | 0.0% |
| Q3 2019 | $589,000 | +6.3% | 12,493 | +3.3% | 0.25% | +0.4% |
| Q2 2019 | $554,000 | +1.5% | 12,091 | 0.0% | 0.25% | -3.1% |
| Q1 2019 | $546,000 | – | 12,091 | – | 0.26% | – |
Download | ||||||
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% |