ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,877 | -0.9% | 4,531 | +3.1% | 0.04% | 0.0% |
| Q2 2023 | $226,020 | +11.5% | 4,393 | +8.4% | 0.04% | +2.6% |
| Q1 2023 | $202,722 | -0.2% | 4,052 | -5.9% | 0.04% | -15.6% |
| Q4 2022 | $203,071 | -9.7% | 4,306 | +3.1% | 0.04% | +28.6% |
| Q1 2022 | $225,000 | -2.6% | 4,177 | +3.0% | 0.04% | 0.0% |
| Q4 2021 | $231,000 | +5.5% | 4,054 | +2.8% | 0.04% | 0.0% |
| Q3 2021 | $219,000 | 0.0% | 3,943 | +1.0% | 0.04% | +2.9% |
| Q2 2021 | $219,000 | – | 3,904 | – | 0.03% | – |
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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% |