ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,248,880 | -2.9% | 65,754 | +1.2% | 2.78% | +3.2% |
| Q2 2023 | $3,344,327 | +2.7% | 65,002 | -0.2% | 2.69% | -1.2% |
| Q1 2023 | $3,257,678 | -0.1% | 65,115 | -5.8% | 2.73% | -7.6% |
| Q4 2022 | $3,259,463 | +4.2% | 69,115 | -1.1% | 2.95% | -3.2% |
| Q3 2022 | $3,129,000 | -5.4% | 69,880 | +1.4% | 3.05% | -1.3% |
| Q2 2022 | $3,306,000 | -9.5% | 68,883 | +1.8% | 3.09% | -2.1% |
| Q1 2022 | $3,653,000 | -6.4% | 67,697 | -1.0% | 3.15% | -3.1% |
| Q4 2021 | $3,904,000 | -17.8% | 68,393 | -20.1% | 3.26% | -22.1% |
| Q3 2021 | $4,747,000 | +0.8% | 85,578 | +1.8% | 4.18% | +0.9% |
| Q2 2021 | $4,708,000 | +9.6% | 84,063 | +4.8% | 4.14% | +1.7% |
| Q1 2021 | $4,296,000 | +10.7% | 80,217 | +7.9% | 4.07% | +4.8% |
| Q4 2020 | $3,882,000 | – | 74,374 | – | 3.88% | – |
Download | ||||||
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% |