ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,566 | -4.6% | 7,917 | 0.0% | 0.31% | +0.6% |
| Q2 2023 | $407,330 | +2.8% | 7,917 | 0.0% | 0.31% | +2.3% |
| Q1 2023 | $396,088 | +18.9% | 7,917 | +12.1% | 0.30% | +14.7% |
| Q4 2022 | $333,185 | +24.3% | 7,065 | +18.0% | 0.27% | +14.7% |
| Q3 2022 | $268,000 | -6.0% | 5,985 | +0.8% | 0.23% | +1.3% |
| Q2 2022 | $285,000 | -10.7% | 5,935 | +0.4% | 0.23% | 0.0% |
| Q1 2022 | $319,000 | +7.0% | 5,910 | +13.2% | 0.23% | +10.1% |
| Q4 2021 | $298,000 | – | 5,220 | – | 0.21% | – |
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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% |