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 | $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% | – |
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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% |