ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,789,924 | -3.4% | 76,704 | +0.5% | 1.71% | -1.2% |
| Q2 2023 | $3,925,198 | -9.4% | 76,292 | -11.9% | 1.73% | -12.7% |
| Q1 2023 | $4,330,356 | +4.8% | 86,555 | -1.2% | 1.98% | -5.9% |
| Q4 2022 | $4,131,322 | +1.4% | 87,602 | -3.7% | 2.11% | -9.8% |
| Q3 2022 | $4,073,000 | -7.1% | 90,945 | -0.4% | 2.34% | -4.6% |
| Q2 2022 | $4,384,000 | -11.9% | 91,338 | -0.9% | 2.45% | +1.6% |
| Q1 2022 | $4,975,000 | -6.3% | 92,201 | -0.9% | 2.41% | -5.6% |
| Q4 2021 | $5,311,000 | +5.1% | 93,048 | +2.1% | 2.56% | -6.9% |
| Q3 2021 | $5,055,000 | +0.2% | 91,129 | +1.1% | 2.75% | -3.4% |
| Q2 2021 | $5,045,000 | +4.2% | 90,096 | -0.3% | 2.84% | -4.4% |
| Q1 2021 | $4,842,000 | -0.1% | 90,412 | -2.6% | 2.97% | -1.6% |
| Q4 2020 | $4,847,000 | +12.2% | 92,847 | +4.1% | 3.02% | +21.5% |
| Q3 2020 | $4,319,000 | +6.3% | 89,157 | +1.8% | 2.49% | +5.2% |
| Q2 2020 | $4,064,000 | +10.2% | 87,596 | -1.7% | 2.36% | -1.8% |
| Q1 2020 | $3,689,000 | -9.2% | 89,150 | +1.1% | 2.41% | +10.8% |
| Q4 2019 | $4,061,000 | +3.5% | 88,170 | +2.8% | 2.17% | +4.6% |
| Q3 2019 | $3,925,000 | +0.2% | 85,762 | +0.7% | 2.08% | -2.7% |
| Q2 2019 | $3,919,000 | +2.6% | 85,151 | +0.9% | 2.14% | +98.4% |
| Q1 2019 | $3,818,000 | – | 84,423 | – | 1.08% | – |
Download | ||||||
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% |