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 | $7,756,481 | -14.3% | 156,982 | -10.8% | 1.74% | -13.5% |
| Q2 2023 | $9,054,661 | -14.2% | 175,990 | -16.6% | 2.01% | -18.7% |
| Q1 2023 | $10,557,991 | -2.3% | 211,033 | -7.9% | 2.47% | -8.2% |
| Q4 2022 | $10,808,492 | -45.7% | 229,188 | -48.4% | 2.69% | -56.4% |
| Q3 2022 | $19,895,000 | -15.6% | 444,286 | -9.5% | 6.18% | -14.5% |
| Q2 2022 | $23,565,000 | -22.5% | 490,929 | -7.9% | 7.23% | -13.3% |
| Q4 2021 | $30,418,000 | +7.3% | 532,907 | +4.3% | 8.34% | -0.5% |
| Q3 2021 | $28,343,000 | – | 510,962 | – | 8.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |