ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. 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 | 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% |