ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. 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 | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |