ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |