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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466,888 | +14.5% | 9,441 | +9.2% | 0.19% | -6.0% |
| Q4 2022 | $407,797 | +6696.6% | 8,647 | +8295.1% | 0.20% | +6600.0% |
| Q2 2021 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 103 | +1.0% | 0.00% | -25.0% |
| Q3 2020 | $5,000 | -44.4% | 102 | -49.8% | 0.00% | -50.0% |
| Q2 2020 | $9,000 | +12.5% | 203 | +0.5% | 0.01% | -65.2% |
| Q1 2020 | $8,000 | -95.5% | 202 | -94.6% | 0.02% | -90.0% |
| Q4 2019 | $178,000 | – | 3,719 | – | 0.23% | – |
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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% |