ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 217 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,593 | -6.6% | 4,080 | -2.8% | 0.08% | -1.2% |
| Q2 2023 | $215,868 | +2.2% | 4,196 | -0.6% | 0.08% | -3.5% |
| Q1 2023 | $211,231 | -6.5% | 4,222 | -11.9% | 0.09% | -11.3% |
| Q4 2022 | $225,876 | +6.0% | 4,790 | +0.8% | 0.10% | -4.0% |
| Q3 2022 | $213,000 | -2.7% | 4,750 | +17.1% | 0.10% | +16.1% |
| Q1 2022 | $219,000 | -4.4% | 4,058 | +1.3% | 0.09% | -2.2% |
| Q4 2021 | $229,000 | -9.5% | 4,006 | -12.0% | 0.09% | -16.0% |
| Q3 2021 | $253,000 | 0.0% | 4,552 | +0.8% | 0.11% | -1.9% |
| Q2 2021 | $253,000 | -0.8% | 4,515 | -5.0% | 0.11% | -6.9% |
| Q1 2021 | $255,000 | -31.5% | 4,755 | -33.3% | 0.12% | -36.3% |
| Q4 2020 | $372,000 | +23.6% | 7,127 | +14.8% | 0.18% | +2.2% |
| Q3 2020 | $301,000 | +10.3% | 6,207 | +5.6% | 0.18% | -1.7% |
| Q2 2020 | $273,000 | +13.8% | 5,880 | +1.4% | 0.18% | -6.7% |
| Q1 2020 | $240,000 | +10.6% | 5,797 | +27.9% | 0.19% | +32.0% |
| Q4 2019 | $217,000 | +3.3% | 4,532 | -3.7% | 0.15% | -14.5% |
| Q1 2019 | $210,000 | -8.3% | 4,704 | -15.0% | 0.17% | -20.7% |
| Q4 2018 | $229,000 | – | 5,536 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |