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 | $1,611,142 | -3.8% | 32,608 | +0.2% | 1.02% | -6.0% |
| Q2 2023 | $1,674,821 | -0.2% | 32,552 | -1.9% | 1.08% | -2.5% |
| Q1 2023 | $1,678,619 | -6.7% | 33,187 | -13.0% | 1.11% | -5.4% |
| Q4 2022 | $1,798,506 | +768.8% | 38,136 | +726.3% | 1.18% | +784.2% |
| Q3 2022 | $207,000 | +81.6% | 4,615 | +93.7% | 0.13% | +90.0% |
| Q2 2022 | $114,000 | -60.4% | 2,382 | -55.4% | 0.07% | -55.1% |
| Q1 2022 | $288,000 | -13.5% | 5,337 | -8.6% | 0.16% | -8.8% |
| Q4 2021 | $333,000 | +8.1% | 5,841 | +5.1% | 0.17% | -1.2% |
| Q3 2021 | $308,000 | -33.8% | 5,555 | -33.1% | 0.17% | -36.2% |
| Q2 2021 | $465,000 | +13.1% | 8,304 | +8.3% | 0.27% | +6.3% |
| Q1 2021 | $411,000 | +621.1% | 7,668 | +605.4% | 0.26% | +589.2% |
| Q4 2020 | $57,000 | +200.0% | 1,087 | +180.9% | 0.04% | +184.6% |
| Q3 2020 | $19,000 | – | 387 | +3770.0% | 0.01% | – |
| Q2 2020 | $0 | – | 10 | – | 0.00% | – |
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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% |