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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $10,740,000 | +10.2% | 191,780 | +5.4% | 6.88% | +9.3% |
| Q1 2021 | $9,742,000 | +4.1% | 181,888 | +1.5% | 6.30% | +7.2% |
| Q4 2020 | $9,356,000 | +24.1% | 179,238 | +15.1% | 5.88% | -19.1% |
| Q3 2020 | $7,541,000 | +6.1% | 155,668 | +1.6% | 7.26% | +5.1% |
| Q2 2020 | $7,106,000 | +12.2% | 153,172 | +0.1% | 6.91% | -4.1% |
| Q1 2020 | $6,331,000 | – | 153,005 | – | 7.20% | – |
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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% |