ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $409,334 | -6.3% | 7,956 | -8.9% | 0.13% | -10.5% |
| Q1 2023 | $437,056 | +14.1% | 8,736 | +7.5% | 0.14% | +2.1% |
| Q4 2022 | $383,154 | +1.6% | 8,125 | -3.5% | 0.14% | -2.1% |
| Q3 2022 | $377,033 | -4.1% | 8,420 | +2.8% | 0.14% | +0.7% |
| Q2 2022 | $393,175 | -10.5% | 8,191 | +0.6% | 0.14% | +2.2% |
| Q1 2022 | $439,396 | -12.7% | 8,143 | -7.6% | 0.14% | -4.1% |
| Q4 2021 | $503,128 | +14.0% | 8,814 | +10.8% | 0.14% | +7.4% |
| Q3 2021 | $441,163 | -0.3% | 7,953 | +0.7% | 0.14% | 0.0% |
| Q2 2021 | $442,468 | +49.9% | 7,901 | +43.4% | 0.14% | +36.4% |
| Q1 2021 | $295,116 | – | 5,510 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |