ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,812,029 | -5.4% | 117,629 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $6,142,307 | -12.8% | 119,384 | -15.2% | 0.01% | -16.7% |
| Q1 2023 | $7,040,009 | -31.2% | 140,716 | -35.2% | 0.01% | -33.3% |
| Q4 2022 | $10,234,397 | +56.6% | 217,014 | +48.7% | 0.02% | +38.5% |
| Q3 2022 | $6,534,000 | +76.0% | 145,905 | +88.7% | 0.01% | +85.7% |
| Q2 2022 | $3,712,000 | +37.4% | 77,325 | +54.4% | 0.01% | +75.0% |
| Q1 2022 | $2,702,000 | -30.8% | 50,077 | -26.8% | 0.00% | -33.3% |
| Q4 2021 | $3,906,000 | +79.6% | 68,432 | +74.5% | 0.01% | +50.0% |
| Q3 2021 | $2,175,000 | -4.9% | 39,210 | -4.0% | 0.00% | 0.0% |
| Q2 2021 | $2,287,000 | +17.9% | 40,840 | +12.7% | 0.00% | +33.3% |
| Q1 2021 | $1,940,000 | -51.7% | 36,224 | -52.9% | 0.00% | -62.5% |
| Q4 2020 | $4,017,000 | +27.6% | 76,940 | +18.4% | 0.01% | +14.3% |
| Q3 2020 | $3,148,000 | +80.9% | 64,989 | +73.3% | 0.01% | +75.0% |
| Q2 2020 | $1,740,000 | -25.3% | 37,500 | -33.4% | 0.00% | -33.3% |
| Q1 2020 | $2,330,000 | -45.8% | 56,312 | -37.3% | 0.01% | -33.3% |
| Q4 2019 | $4,299,000 | – | 89,874 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |