ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857 | -3.4% | 17,344 | +0.6% | 0.00% | -25.0% |
| Q2 2023 | $887 | -4.9% | 17,247 | -7.5% | 0.00% | 0.0% |
| Q1 2023 | $933 | -10.9% | 18,639 | -16.1% | 0.00% | -20.0% |
| Q4 2022 | $1,047 | -100.0% | 22,205 | -60.6% | 0.01% | -66.7% |
| Q3 2022 | $2,524,000 | +17.9% | 56,371 | +26.5% | 0.02% | +15.4% |
| Q2 2022 | $2,140,000 | -32.0% | 44,577 | -23.6% | 0.01% | -31.6% |
| Q1 2022 | $3,146,000 | +13.8% | 58,310 | +20.4% | 0.02% | +11.8% |
| Q4 2021 | $2,764,000 | +1.9% | 48,432 | -1.0% | 0.02% | -10.5% |
| Q3 2021 | $2,713,000 | +4.6% | 48,911 | +5.6% | 0.02% | -5.0% |
| Q2 2021 | $2,593,000 | +332.2% | 46,299 | +313.4% | 0.02% | +300.0% |
| Q1 2021 | $600,000 | +62.2% | 11,200 | +45.0% | 0.01% | -28.6% |
| Q4 2019 | $370,000 | – | 7,724 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |