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 | $295,000 | -3.9% | 5,971 | 0.0% | 0.04% | +22.2% |
| Q2 2023 | $307,000 | +2.0% | 5,971 | -0.7% | 0.04% | -5.3% |
| Q1 2023 | $301,000 | +6.0% | 6,015 | 0.0% | 0.04% | -7.3% |
| Q4 2022 | $284,000 | -1.4% | 6,015 | -6.6% | 0.04% | -16.3% |
| Q3 2022 | $288,000 | -6.8% | 6,438 | -0.0% | 0.05% | -12.5% |
| Q2 2022 | $309,000 | -11.7% | 6,440 | -0.8% | 0.06% | 0.0% |
| Q1 2022 | $350,000 | -16.3% | 6,489 | -11.4% | 0.06% | -12.5% |
| Q4 2021 | $418,000 | +3.0% | 7,328 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $406,000 | -1.2% | 7,328 | -0.1% | 0.07% | +8.2% |
| Q2 2021 | $411,000 | +4.1% | 7,332 | -0.5% | 0.06% | -9.0% |
| Q1 2021 | $395,000 | – | 7,368 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |