ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112,762 | 0.0% | 2,192 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $112,762 | +5.3% | 2,192 | -3.5% | 0.02% | -3.8% |
| Q4 2022 | $107,099 | +9.3% | 2,271 | +3.9% | 0.03% | 0.0% |
| Q3 2022 | $98,000 | -54.4% | 2,185 | -45.1% | 0.03% | -39.5% |
| Q1 2022 | $215,000 | -5.3% | 3,981 | 0.0% | 0.04% | -14.0% |
| Q4 2021 | $227,000 | +2.7% | 3,981 | +0.1% | 0.05% | -3.8% |
| Q3 2021 | $221,000 | +3.8% | 3,977 | +4.6% | 0.05% | +2.0% |
| Q2 2021 | $213,000 | -2.3% | 3,801 | -17.1% | 0.05% | -15.0% |
| Q4 2019 | $218,000 | +0.5% | 4,585 | -2.8% | 0.06% | +1.7% |
| Q3 2019 | $217,000 | -9.2% | 4,715 | -9.8% | 0.06% | -10.6% |
| Q2 2019 | $239,000 | +8.6% | 5,226 | +5.9% | 0.07% | -34.0% |
| Q1 2019 | $220,000 | – | 4,935 | – | 0.10% | – |
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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% |