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 | $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 ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |