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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,443 | -5.4% | 859 | -1.5% | 0.01% | -10.0% |
| Q2 2023 | $44,883 | +3.3% | 872 | +0.3% | 0.01% | -16.7% |
| Q1 2023 | $43,470 | +6.1% | 869 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,977 | -0.1% | 869 | +1.9% | 0.01% | +9.1% |
| Q2 2022 | $41,000 | -74.5% | 853 | -71.4% | 0.01% | -73.8% |
| Q1 2022 | $161,000 | +5.2% | 2,986 | +11.1% | 0.04% | +13.5% |
| Q4 2021 | $153,000 | +410.0% | 2,688 | +389.6% | 0.04% | +208.3% |
| Q3 2021 | $30,000 | +11.1% | 549 | +11.8% | 0.01% | +50.0% |
| Q2 2021 | $27,000 | +285.7% | 491 | +292.8% | 0.01% | +60.0% |
| Q4 2020 | $7,000 | – | 125 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |