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 | $284,526 | +10.0% | 5,787 | +16.0% | 0.17% | +13.2% |
| Q2 2023 | $258,705 | +9.9% | 4,988 | +6.6% | 0.15% | +2.7% |
| Q1 2023 | $235,382 | -2.2% | 4,680 | -5.5% | 0.15% | -7.5% |
| Q4 2022 | $240,625 | +12.4% | 4,954 | +4.2% | 0.16% | +0.6% |
| Q3 2022 | $214,000 | +2.9% | 4,754 | +7.8% | 0.16% | +3.2% |
| Q2 2022 | $208,000 | -19.7% | 4,409 | -12.2% | 0.15% | -14.4% |
| Q1 2022 | $259,000 | -5.8% | 5,022 | +2.9% | 0.18% | -8.6% |
| Q4 2021 | $275,000 | +10.9% | 4,880 | +9.0% | 0.20% | +3.7% |
| Q3 2021 | $248,000 | +2.5% | 4,478 | +4.5% | 0.19% | +1.6% |
| Q2 2021 | $242,000 | -6.6% | 4,286 | -13.0% | 0.19% | -30.7% |
| Q4 2020 | $259,000 | – | 4,927 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |