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 | $1,440,138 | -3.3% | 29,147 | +0.7% | 0.07% | -2.7% |
| Q2 2023 | $1,488,752 | +28.3% | 28,936 | +24.7% | 0.07% | +17.5% |
| Q1 2023 | $1,160,492 | +15.3% | 23,196 | +8.7% | 0.06% | +3.3% |
| Q4 2022 | $1,006,341 | +23.2% | 21,339 | +25.3% | 0.06% | +10.9% |
| Q3 2022 | $817,000 | 0.0% | 17,026 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $817,000 | +7.5% | 17,026 | +28.0% | 0.06% | +22.2% |
| Q4 2021 | $760,000 | -28.7% | 13,306 | -30.8% | 0.04% | +32.4% |
| Q3 2021 | $1,066,000 | -0.2% | 19,217 | +0.8% | 0.03% | 0.0% |
| Q2 2021 | $1,068,000 | -7.3% | 19,066 | -11.4% | 0.03% | -17.1% |
| Q1 2021 | $1,152,000 | – | 21,514 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARINO, STRAM & ASSOCIATES LLC | 144,612 | $6,415,000 | 5.70% |
| Madrona Financial Services, LLC | 112,880 | $5,007,000 | 4.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,564 | $3,751,000 | 1.89% |
| Northstar Group, Inc. | 72,698 | $3,225,000 | 1.64% |
| Ahrens Investment Partners LLC | 83,632 | $3,710,000 | 1.55% |
| Aveo Capital Partners, LLC | 71,293 | $3,163,000 | 1.40% |
| First Heartland Consultants, Inc. | 82,564 | $3,663,000 | 1.29% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 32,025 | $1,421,000 | 1.07% |
| Ruggie Capital Group | 39,324 | $1,744,000 | 0.88% |
| Burt Wealth Advisors | 36,749 | $1,630,000 | 0.78% |