ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $664,367 | -5.4% | 13,446 | -1.5% | 0.17% | +1.8% |
Q2 2023 | $702,190 | -13.0% | 13,648 | -15.4% | 0.16% | -19.7% |
Q1 2023 | $807,034 | +17.6% | 16,131 | +10.8% | 0.20% | +0.5% |
Q4 2022 | $686,508 | +1.0% | 14,557 | +2.7% | 0.20% | -4.7% |
Q2 2022 | $680,000 | -14.9% | 14,176 | -4.3% | 0.21% | +5.0% |
Q1 2022 | $799,000 | +6.0% | 14,812 | +12.2% | 0.20% | +11.6% |
Q4 2021 | $754,000 | +23.4% | 13,201 | +19.8% | 0.18% | -0.5% |
Q3 2021 | $611,000 | -19.8% | 11,016 | -19.0% | 0.18% | -3.7% |
Q2 2021 | $762,000 | +0.5% | 13,607 | -1.6% | 0.19% | -1.0% |
Q1 2021 | $758,000 | +11.5% | 13,828 | +9.3% | 0.19% | +3.2% |
Q4 2020 | $680,000 | – | 12,657 | – | 0.18% | – |
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% |