ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,503,941 | +3.3% | 50,677 | +7.6% | 0.38% | +8.5% |
| Q2 2023 | $2,423,058 | +89.2% | 47,095 | +84.0% | 0.35% | +77.8% |
| Q1 2023 | $1,280,612 | +11.8% | 25,597 | +5.4% | 0.20% | +5.9% |
| Q4 2022 | $1,145,106 | -57.0% | 24,281 | -59.2% | 0.19% | -61.9% |
| Q3 2022 | $2,666,000 | +8.1% | 59,542 | +15.9% | 0.49% | +29.6% |
| Q2 2022 | $2,467,000 | -17.2% | 51,394 | -6.9% | 0.38% | -5.7% |
| Q1 2022 | $2,978,000 | +0.4% | 55,185 | +6.3% | 0.40% | +3.6% |
| Q4 2021 | $2,965,000 | – | 51,938 | – | 0.39% | – |
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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% |