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 | $230,565 | -2.9% | 4,666 | +1.0% | 0.06% | -1.6% |
| Q2 2023 | $237,572 | +3.9% | 4,618 | +1.0% | 0.06% | -3.2% |
| Q1 2023 | $228,750 | +7.5% | 4,572 | +1.3% | 0.06% | -1.6% |
| Q4 2022 | $212,781 | +5.9% | 4,512 | +0.3% | 0.06% | -4.5% |
| Q3 2022 | $201,000 | -4.3% | 4,497 | +2.6% | 0.07% | -1.5% |
| Q2 2022 | $210,000 | -11.0% | 4,385 | +0.3% | 0.07% | -5.6% |
| Q1 2022 | $236,000 | -5.6% | 4,374 | 0.0% | 0.07% | -5.3% |
| Q4 2021 | $250,000 | -1.2% | 4,374 | -4.0% | 0.08% | -15.6% |
| Q3 2021 | $253,000 | -0.4% | 4,558 | +0.4% | 0.09% | -4.3% |
| Q2 2021 | $254,000 | +5.0% | 4,540 | +0.4% | 0.09% | -9.6% |
| Q1 2021 | $242,000 | – | 4,524 | – | 0.10% | – |
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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% |