ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,729 | -4.0% | 35 | 0.0% | 0.00% | – |
| Q2 2023 | $1,801 | -91.7% | 35 | -91.9% | 0.00% | -100.0% |
| Q1 2023 | $21,613 | +6.1% | 432 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $20,373 | +7.2% | 432 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -9.5% | 432 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -8.7% | 432 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | +666.7% | 432 | +860.0% | 0.00% | – |
| Q4 2021 | $3,000 | -97.2% | 45 | -98.1% | 0.00% | -100.0% |
| Q2 2020 | $107,000 | +39.0% | 2,309 | +36.0% | 0.03% | -22.0% |
| Q3 2019 | $77,000 | 0.0% | 1,698 | +0.4% | 0.04% | -2.4% |
| Q2 2019 | $77,000 | -15.4% | 1,692 | -16.6% | 0.04% | -23.6% |
| Q1 2019 | $91,000 | -34.5% | 2,029 | -39.8% | 0.06% | -45.5% |
| Q4 2018 | $139,000 | -44.2% | 3,372 | -39.0% | 0.10% | -29.4% |
| Q3 2018 | $249,000 | +17.5% | 5,524 | +15.3% | 0.14% | +14.4% |
| Q2 2018 | $212,000 | +2.4% | 4,789 | +2.9% | 0.12% | -6.0% |
| Q1 2018 | $207,000 | +45.8% | 4,654 | +45.8% | 0.13% | +38.5% |
| Q4 2017 | $142,000 | -3.4% | 3,191 | -2.7% | 0.10% | +14.3% |
| Q3 2017 | $147,000 | +25.6% | 3,278 | +22.5% | 0.08% | +12.0% |
| Q2 2017 | $117,000 | +129.4% | 2,676 | +122.6% | 0.08% | +102.7% |
| Q1 2017 | $51,000 | – | 1,202 | – | 0.04% | – |
Download | ||||||
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% |