ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,217 | -51.5% | 6,622 | -49.5% | 0.01% | -44.4% |
| Q2 2023 | $675,009 | +0.1% | 13,119 | -2.6% | 0.01% | -10.0% |
| Q1 2023 | $674,229 | -60.6% | 13,476 | -62.8% | 0.01% | -63.0% |
| Q4 2022 | $1,709,641 | +203.6% | 36,251 | +188.3% | 0.03% | +170.0% |
| Q3 2022 | $563,152 | -36.9% | 12,576 | -32.4% | 0.01% | -41.2% |
| Q2 2022 | $893,000 | +62.4% | 18,606 | +82.5% | 0.02% | +88.9% |
| Q1 2022 | $550,000 | – | 10,197 | – | 0.01% | – |
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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% |