ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,685 | -4.0% | 2,483 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $127,750 | +37.1% | 2,483 | +33.3% | 0.01% | +42.9% |
| Q1 2023 | $93,205 | +6.1% | 1,863 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $87,859 | +5.9% | 1,863 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $83,000 | -6.7% | 1,863 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $89,000 | -11.9% | 1,863 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $101,000 | -4.7% | 1,863 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $106,000 | -33.8% | 1,863 | -35.4% | 0.01% | -40.0% |
| Q3 2021 | $160,000 | +97.5% | 2,884 | +100.3% | 0.01% | +100.0% |
| Q2 2021 | $81,000 | +5.2% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $77,000 | – | 1,440 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,350,596 | $62,154,000 | 18.28% |
| Verus Financial Partners, Inc. | 81,448 | $24,007,000 | 8.06% |
| MARINO, STRAM & ASSOCIATES LLC | 142,923 | $6,577,000 | 4.82% |
| CAHILL FINANCIAL ADVISORS INC | 224,895 | $10,350,000 | 4.10% |
| Madrona Financial Services, LLC | 78,394 | $3,608,000 | 3.35% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 176,518 | $8,123,000 | 2.66% |
| Weaver Consulting Group | 85,151 | $3,919,000 | 2.14% |
| Aveo Capital Partners, LLC | 102,233 | $4,711,000 | 2.05% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 42,116 | $1,938,000 | 1.56% |
| RESTON WEALTH MANAGEMENT LLC | 40,896 | $1,882,000 | 1.48% |