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 | $68,087 | -8.2% | 1,378 | -4.4% | 0.00% | – |
| Q2 2023 | $74,190 | -48.5% | 1,442 | -50.0% | 0.00% | – |
| Q1 2023 | $144,186 | -41.8% | 2,882 | -45.1% | 0.00% | – |
| Q4 2022 | $247,543 | +2.3% | 5,249 | -2.7% | 0.00% | – |
| Q3 2022 | $242,000 | -6.6% | 5,397 | 0.0% | 0.00% | – |
| Q2 2022 | $259,000 | -11.0% | 5,397 | 0.0% | 0.00% | – |
| Q1 2022 | $291,000 | -5.8% | 5,397 | -0.4% | 0.00% | – |
| Q4 2021 | $309,000 | +3.3% | 5,418 | +0.4% | 0.00% | – |
| Q3 2021 | $299,000 | -1.0% | 5,399 | +0.0% | 0.00% | – |
| Q2 2021 | $302,000 | +4.5% | 5,398 | +0.0% | 0.00% | – |
| Q1 2021 | $289,000 | -31.2% | 5,397 | -33.0% | 0.00% | – |
| Q4 2020 | $420,000 | +40.0% | 8,054 | +29.9% | 0.00% | – |
| Q3 2020 | $300,000 | +4.2% | 6,199 | -0.0% | 0.00% | – |
| Q2 2020 | $288,000 | -6.2% | 6,200 | -16.5% | 0.00% | – |
| Q1 2020 | $307,000 | -13.5% | 7,427 | 0.0% | 0.00% | – |
| Q4 2019 | $355,000 | +3.8% | 7,427 | 0.0% | 0.00% | – |
| Q3 2019 | $342,000 | 0.0% | 7,427 | -0.0% | 0.00% | – |
| Q2 2019 | $342,000 | -3.4% | 7,428 | -6.2% | 0.00% | – |
| Q1 2019 | $354,000 | +137.6% | 7,922 | +119.3% | 0.00% | – |
| Q4 2018 | $149,000 | -15.8% | 3,613 | -7.8% | 0.00% | – |
| Q3 2018 | $177,000 | -69.2% | 3,919 | -72.9% | 0.00% | – |
| Q2 2016 | $574,000 | – | 14,457 | – | 0.00% | – |
Download | ||||||
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% |