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 | $1,425,676 | -7.3% | 28,854 | -3.4% | 1.08% | -3.8% |
| Q2 2023 | $1,537,377 | -8.6% | 29,881 | -11.1% | 1.12% | -17.6% |
| Q1 2023 | $1,681,959 | -1.7% | 33,619 | -7.3% | 1.36% | -16.1% |
| Q4 2022 | $1,710,965 | +4.8% | 36,280 | -0.4% | 1.62% | -5.3% |
| Q3 2022 | $1,632,000 | -10.3% | 36,435 | -3.9% | 1.71% | -1.0% |
| Q2 2022 | $1,819,000 | -10.6% | 37,894 | +0.5% | 1.73% | +3.6% |
| Q1 2022 | $2,035,000 | -5.9% | 37,713 | -0.4% | 1.67% | +4.1% |
| Q4 2021 | $2,162,000 | – | 37,877 | – | 1.60% | – |
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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% |