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 | $247 | -3.9% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $257 | +2.8% | 5,000 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $250 | +5.9% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $236 | -99.9% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $224,000 | -6.7% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $240,000 | -11.1% | 5,000 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $270,000 | -5.3% | 5,000 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $285,000 | +2.9% | 5,000 | 0.0% | 0.02% | -4.3% |
| Q3 2021 | $277,000 | -1.1% | 5,000 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $280,000 | +4.5% | 5,000 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $268,000 | +2.7% | 5,000 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $261,000 | +7.9% | 5,000 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $242,000 | +4.3% | 5,000 | 0.0% | 0.03% | -7.1% |
| Q2 2020 | $232,000 | +12.1% | 5,000 | 0.0% | 0.03% | +3.7% |
| Q1 2020 | $207,000 | – | 5,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |