ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |