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 | $1,508,734 | -9.4% | 30,535 | -5.7% | 0.05% | -16.9% |
| Q2 2023 | $1,665,951 | +78.8% | 32,380 | +73.9% | 0.06% | +66.7% |
| Q1 2023 | $931,759 | +150.9% | 18,624 | +136.5% | 0.04% | +143.8% |
| Q4 2022 | $371,432 | +13.9% | 7,876 | +8.3% | 0.02% | +6.7% |
| Q3 2022 | $326,000 | -6.6% | 7,275 | +0.1% | 0.02% | -11.8% |
| Q2 2022 | $349,000 | +1.7% | 7,268 | +20.9% | 0.02% | +21.4% |
| Q4 2021 | $343,000 | -14.9% | 6,012 | -17.3% | 0.01% | -26.3% |
| Q3 2021 | $403,000 | +1.3% | 7,269 | +2.5% | 0.02% | -5.0% |
| Q2 2021 | $398,000 | +19.9% | 7,095 | +15.4% | 0.02% | +5.3% |
| Q1 2021 | $332,000 | +14.9% | 6,148 | +11.1% | 0.02% | -9.5% |
| Q4 2020 | $289,000 | +43.8% | 5,534 | +33.4% | 0.02% | +16.7% |
| Q3 2020 | $201,000 | – | 4,147 | – | 0.02% | – |
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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% |