ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $472,800 | -4.0% | 9,569 | 0.0% | 0.26% | -7.8% |
| Q2 2023 | $492,321 | +2.8% | 9,569 | 0.0% | 0.28% | -6.9% |
| Q1 2023 | $478,733 | +6.1% | 9,569 | 0.0% | 0.30% | -5.9% |
| Q4 2022 | $451,270 | +5.4% | 9,569 | 0.0% | 0.32% | +5.9% |
| Q3 2022 | $428,000 | -11.8% | 9,569 | -5.2% | 0.30% | +10.5% |
| Q2 2022 | $485,000 | -10.8% | 10,094 | +0.2% | 0.28% | +6.2% |
| Q1 2022 | $544,000 | +14.5% | 10,075 | +21.0% | 0.26% | +18.7% |
| Q4 2021 | $475,000 | +3.7% | 8,325 | +0.8% | 0.22% | -8.0% |
| Q3 2021 | $458,000 | -0.7% | 8,260 | +0.4% | 0.24% | -4.0% |
| Q2 2021 | $461,000 | +13.0% | 8,227 | +8.1% | 0.25% | +6.4% |
| Q1 2021 | $408,000 | +2.8% | 7,610 | 0.0% | 0.23% | -9.7% |
| Q4 2020 | $397,000 | +8.8% | 7,610 | +0.8% | 0.26% | -18.6% |
| Q3 2020 | $365,000 | +15.1% | 7,546 | +10.1% | 0.32% | -8.1% |
| Q2 2020 | $317,000 | +12.4% | 6,853 | +0.4% | 0.34% | -3.9% |
| Q1 2020 | $282,000 | -13.5% | 6,825 | 0.0% | 0.36% | +28.7% |
| Q4 2019 | $326,000 | – | 6,825 | – | 0.28% | – |
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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% |