ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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% |