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 | $701,983 | -3.2% | 14,207 | +0.8% | 0.01% | 0.0% |
Q2 2023 | $725,495 | -9.6% | 14,101 | -12.1% | 0.01% | -17.6% |
Q1 2023 | $802,111 | +7.2% | 16,033 | +1.1% | 0.02% | 0.0% |
Q4 2022 | $748,033 | +27.4% | 15,862 | +21.1% | 0.02% | +21.4% |
Q3 2022 | $587,000 | -5.8% | 13,103 | +0.9% | 0.01% | -6.7% |
Q2 2022 | $623,000 | -5.3% | 12,983 | +6.4% | 0.02% | +7.1% |
Q1 2022 | $658,000 | -5.3% | 12,199 | +0.2% | 0.01% | 0.0% |
Q4 2021 | $695,000 | +3.9% | 12,179 | +1.0% | 0.01% | -6.7% |
Q3 2021 | $669,000 | -0.4% | 12,063 | +0.5% | 0.02% | +7.1% |
Q2 2021 | $672,000 | +4.7% | 12,004 | +0.2% | 0.01% | -12.5% |
Q1 2021 | $642,000 | -14.2% | 11,979 | -16.4% | 0.02% | -20.0% |
Q4 2020 | $748,000 | +30.1% | 14,328 | +20.8% | 0.02% | +17.6% |
Q3 2020 | $575,000 | +5.1% | 11,863 | +0.7% | 0.02% | 0.0% |
Q2 2020 | $547,000 | -8.2% | 11,786 | -18.2% | 0.02% | -22.7% |
Q1 2020 | $596,000 | -14.7% | 14,406 | -1.4% | 0.02% | -4.3% |
Q4 2019 | $699,000 | +7.7% | 14,613 | +3.7% | 0.02% | -4.2% |
Q3 2019 | $649,000 | +0.8% | 14,091 | +0.7% | 0.02% | -4.0% |
Q2 2019 | $644,000 | – | 13,990 | – | 0.02% | – |
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% |