ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $612,991 | +65.1% | 12,406 | +71.9% | 0.00% | – |
| Q2 2023 | $371,257 | -49.7% | 7,216 | -51.0% | 0.00% | – |
| Q1 2023 | $737,619 | +175523.6% | 14,738 | +65.4% | 0.00% | – |
| Q4 2022 | $420 | -99.9% | 8,909 | +0.3% | 0.00% | – |
| Q3 2022 | $397,000 | -5.0% | 8,881 | +2.0% | 0.00% | – |
| Q2 2022 | $418,000 | -11.1% | 8,705 | -0.1% | 0.00% | – |
| Q1 2022 | $470,000 | -4.3% | 8,717 | +1.5% | 0.00% | – |
| Q4 2021 | $491,000 | +7.9% | 8,589 | +4.7% | 0.00% | – |
| Q3 2021 | $455,000 | +0.4% | 8,204 | +1.5% | 0.00% | – |
| Q2 2021 | $453,000 | +8.4% | 8,085 | +3.6% | 0.00% | – |
| Q1 2021 | $418,000 | +9.1% | 7,804 | +6.4% | 0.00% | – |
| Q4 2020 | $383,000 | +9.4% | 7,336 | +1.3% | 0.00% | – |
| Q3 2020 | $350,000 | -4.1% | 7,239 | -8.0% | 0.00% | – |
| Q2 2020 | $365,000 | +21.3% | 7,868 | +8.1% | 0.00% | – |
| Q1 2020 | $301,000 | +30000.0% | 7,281 | +29024.0% | 0.00% | – |
| Q2 2016 | $1,000 | -80.0% | 25 | -82.0% | 0.00% | – |
| Q1 2016 | $5,000 | – | 139 | – | 0.00% | – |
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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% |