ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,802 | -5.6% | 8,070 | 0.0% | 0.19% | -3.1% |
| Q2 2023 | $420,336 | +4.9% | 8,070 | 0.0% | 0.19% | -3.0% |
| Q1 2023 | $400,756 | +0.3% | 8,070 | 0.0% | 0.20% | -3.9% |
| Q4 2022 | $399,707 | -0.3% | 8,070 | -10.2% | 0.21% | -18.8% |
| Q3 2022 | $401,000 | -37.1% | 8,990 | -32.7% | 0.26% | -28.0% |
| Q2 2022 | $638,000 | -8.9% | 13,355 | +2.9% | 0.35% | +9.3% |
| Q1 2022 | $700,000 | +0.7% | 12,975 | +6.5% | 0.32% | +5.5% |
| Q4 2021 | $695,000 | +1.8% | 12,180 | +0.3% | 0.31% | -3.8% |
| Q3 2021 | $683,000 | +8.2% | 12,140 | +5.7% | 0.32% | +0.9% |
| Q1 2021 | $631,000 | +7.5% | 11,490 | +2.2% | 0.32% | -8.9% |
| Q4 2020 | $587,000 | +7.7% | 11,245 | 0.0% | 0.35% | -2.5% |
| Q3 2020 | $545,000 | +4.4% | 11,245 | 0.0% | 0.36% | -4.3% |
| Q2 2020 | $522,000 | +16.8% | 11,245 | +4.2% | 0.37% | -5.6% |
| Q1 2020 | $447,000 | -13.4% | 10,795 | 0.0% | 0.39% | +15.9% |
| Q4 2019 | $516,000 | +2.6% | 10,795 | -1.1% | 0.34% | -2.3% |
| Q3 2019 | $503,000 | -4.9% | 10,915 | -5.0% | 0.35% | -2.0% |
| Q2 2019 | $529,000 | +0.4% | 11,485 | -2.6% | 0.36% | -3.5% |
| Q1 2019 | $527,000 | -2.4% | 11,795 | -7.7% | 0.37% | -19.8% |
| Q4 2018 | $540,000 | – | 12,780 | – | 0.46% | – |
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% |