ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $26,000 | -3.7% | 475 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +22.7% | 475 | +21.8% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 390 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | +4.8% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 390 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | +5.3% | 390 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 390 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +12.5% | 390 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -15.8% | 390 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 390 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $18,000 | – | 390 | – | 0.00% | – |
| Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2017 | $98,000 | -35.1% | 2,306 | -38.2% | 0.02% | -39.4% |
| Q4 2016 | $151,000 | – | 3,731 | – | 0.03% | – |
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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% |