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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $636,344 | +14.3% | 11,964 | +3.2% | 0.46% | +14.0% |
| Q3 2023 | $556,890 | +0.9% | 11,595 | +9.0% | 0.41% | -15.1% |
| Q2 2023 | $551,666 | +0.3% | 10,640 | -3.3% | 0.48% | -12.9% |
| Q1 2023 | $550,279 | +7.8% | 10,999 | +1.6% | 0.55% | +18.3% |
| Q4 2022 | $510,315 | +13.4% | 10,821 | +7.4% | 0.46% | -0.9% |
| Q3 2022 | $450,000 | -4.1% | 10,076 | +3.0% | 0.47% | +2.0% |
| Q2 2022 | $469,000 | -3.3% | 9,784 | +9.1% | 0.46% | +27.5% |
| Q1 2022 | $485,000 | – | 8,966 | – | 0.36% | – |
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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% |