ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,249,579 | +16.1% | 25,290 | +20.9% | 0.04% | +16.7% |
| Q2 2023 | $1,076,540 | +27.3% | 20,924 | +23.8% | 0.03% | +20.0% |
| Q1 2023 | $845,357 | -8.6% | 16,897 | -13.9% | 0.02% | -26.5% |
| Q4 2022 | $924,996 | +13.5% | 19,614 | +7.7% | 0.03% | -66.3% |
| Q3 2022 | $815,000 | -3.1% | 18,210 | +4.0% | 0.10% | +188.6% |
| Q2 2022 | $841,000 | -5.3% | 17,516 | +6.5% | 0.04% | +9.4% |
| Q1 2022 | $888,000 | +14.6% | 16,448 | +21.1% | 0.03% | +14.3% |
| Q4 2021 | $775,000 | +55.3% | 13,583 | +51.0% | 0.03% | +40.0% |
| Q3 2021 | $499,000 | +101.2% | 8,996 | +103.5% | 0.02% | +100.0% |
| Q2 2021 | $248,000 | – | 4,420 | – | 0.01% | – |
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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% |