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 | $28 | -3.4% | 559 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $29 | +3.6% | 559 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $28 | +7.7% | 559 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26 | -99.9% | 559 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $25,000 | -39.0% | 559 | -34.9% | 0.01% | -33.3% |
| Q2 2022 | $41,000 | -10.9% | 859 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $46,000 | -6.1% | 859 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $49,000 | +2.1% | 859 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $48,000 | 0.0% | 859 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $48,000 | +4.3% | 859 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $46,000 | +2.2% | 859 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $45,000 | +7.1% | 859 | 0.0% | 0.02% | -4.0% |
| Q3 2020 | $42,000 | +5.0% | 859 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $40,000 | +11.1% | 859 | 0.0% | 0.03% | -18.8% |
| Q1 2020 | $36,000 | -12.2% | 859 | 0.0% | 0.03% | +6.7% |
| Q4 2019 | $41,000 | -14.6% | 859 | -18.1% | 0.03% | -18.9% |
| Q3 2019 | $48,000 | +33.3% | 1,049 | +33.8% | 0.04% | +27.6% |
| Q2 2019 | $36,000 | +2.9% | 784 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $35,000 | – | 784 | – | 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% |