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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $850,540 | -0.0% | 18,035 | -0.0% | 0.30% | -9.3% |
| Q4 2022 | $850,729 | +5.4% | 18,039 | +0.1% | 0.33% | -0.9% |
| Q3 2022 | $807,000 | -73.8% | 18,018 | -72.0% | 0.34% | -73.3% |
| Q2 2022 | $3,085,000 | -13.2% | 64,275 | -2.4% | 1.26% | +0.2% |
| Q1 2022 | $3,555,000 | -9.7% | 65,873 | -4.5% | 1.26% | +4.0% |
| Q4 2021 | $3,936,000 | -4.1% | 68,961 | -6.8% | 1.21% | -8.3% |
| Q3 2021 | $4,103,000 | +2.1% | 73,971 | +3.0% | 1.32% | +1.2% |
| Q2 2021 | $4,020,000 | +48.9% | 71,782 | +42.4% | 1.30% | +36.7% |
| Q1 2021 | $2,699,000 | +54.6% | 50,397 | +50.7% | 0.95% | +42.0% |
| Q4 2020 | $1,746,000 | +147.3% | 33,449 | +129.4% | 0.67% | +118.2% |
| Q3 2020 | $706,000 | – | 14,578 | – | 0.31% | – |
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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% |