ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,358 | -3.5% | 1,120 | +0.4% | 0.01% | +7.7% |
| Q2 2023 | $57,352 | -8.1% | 1,115 | -10.6% | 0.01% | -13.3% |
| Q1 2023 | $62,412 | +6.5% | 1,247 | +0.4% | 0.02% | -6.2% |
| Q4 2022 | $58,584 | +1.0% | 1,242 | -5.6% | 0.02% | -5.9% |
| Q3 2022 | $58,000 | -6.5% | 1,316 | +0.5% | 0.02% | -5.6% |
| Q2 2022 | $62,000 | -27.9% | 1,310 | -17.9% | 0.02% | -14.3% |
| Q1 2022 | $86,000 | -3.4% | 1,596 | +2.5% | 0.02% | -4.5% |
| Q4 2021 | $89,000 | +3.5% | 1,557 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $86,000 | 0.0% | 1,554 | +0.4% | 0.02% | 0.0% |
| Q2 2021 | $86,000 | -3.4% | 1,548 | -7.4% | 0.02% | -12.0% |
| Q1 2021 | $89,000 | -28.2% | 1,671 | -28.1% | 0.02% | -26.5% |
| Q4 2020 | $124,000 | – | 2,325 | – | 0.03% | – |
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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% |