ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,268 | -5.5% | 1,378 | +1.1% | 0.02% | +21.4% |
| Q2 2023 | $70,121 | +3.0% | 1,363 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $68,109 | +6.1% | 1,361 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $64,202 | +3.6% | 1,361 | -2.4% | 0.02% | -6.2% |
| Q3 2022 | $62,000 | -4.6% | 1,394 | +3.6% | 0.02% | 0.0% |
| Q2 2022 | $65,000 | -41.4% | 1,345 | -34.5% | 0.02% | -36.0% |
| Q1 2022 | $111,000 | -3.5% | 2,055 | +1.8% | 0.02% | 0.0% |
| Q4 2021 | $115,000 | +13.9% | 2,019 | +10.3% | 0.02% | +4.2% |
| Q3 2021 | $101,000 | -1.0% | 1,830 | +0.5% | 0.02% | +9.1% |
| Q2 2021 | $102,000 | -31.5% | 1,820 | -34.7% | 0.02% | -38.9% |
| Q1 2021 | $149,000 | -0.7% | 2,786 | -3.1% | 0.04% | -10.0% |
| Q4 2020 | $150,000 | -34.5% | 2,876 | -39.2% | 0.04% | -48.1% |
| Q3 2020 | $229,000 | +7.0% | 4,727 | +2.3% | 0.08% | -8.3% |
| Q2 2020 | $214,000 | +17.6% | 4,619 | +5.4% | 0.08% | -15.2% |
| Q1 2020 | $182,000 | – | 4,381 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |