ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $449,730 | +97.0% | 9,000 | +93.5% | 0.09% | +75.5% |
| Q4 2022 | $228,315 | +9.8% | 4,650 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $208,000 | -6.7% | 4,650 | 0.0% | 0.06% | +17.0% |
| Q2 2022 | $223,000 | -12.9% | 4,650 | -1.8% | 0.05% | +2.2% |
| Q1 2022 | $256,000 | -7.2% | 4,735 | -2.1% | 0.05% | -4.2% |
| Q4 2021 | $276,000 | +0.4% | 4,835 | 0.0% | 0.05% | -5.9% |
| Q3 2021 | $275,000 | – | 4,835 | – | 0.05% | – |
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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% |