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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,000 | -81.8% | 31 | -83.3% | 0.00% | -80.0% |
| Q4 2021 | $11,000 | -96.6% | 186 | -96.8% | 0.01% | -97.0% |
| Q3 2021 | $321,000 | +3466.7% | 5,789 | +3451.5% | 0.16% | +3200.0% |
| Q2 2021 | $9,000 | -94.3% | 163 | -94.5% | 0.01% | -94.2% |
| Q1 2021 | $158,000 | +2157.1% | 2,956 | +2122.6% | 0.09% | +2050.0% |
| Q4 2020 | $7,000 | +40.0% | 133 | +30.4% | 0.00% | +33.3% |
| Q3 2020 | $5,000 | +25.0% | 102 | +14.6% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 89 | +21.9% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | – | 73 | – | 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% |