ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311 | -81.3% | 6,300 | -80.5% | 0.00% | -50.0% |
| Q2 2023 | $1,662 | +186.6% | 32,300 | +178.4% | 0.00% | +100.0% |
| Q1 2023 | $580 | -78.9% | 11,600 | -80.1% | 0.00% | -75.0% |
| Q4 2022 | $2,745 | -99.7% | 58,200 | +230.8% | 0.00% | +300.0% |
| Q3 2022 | $788,000 | -43.8% | 17,595 | -39.7% | 0.00% | -50.0% |
| Q2 2022 | $1,402,000 | +14.7% | 29,200 | +36.4% | 0.00% | 0.0% |
| Q4 2021 | $1,222,000 | +0.9% | 21,400 | -7.8% | 0.00% | +100.0% |
| Q4 2020 | $1,211,000 | +496.6% | 23,200 | +452.4% | 0.00% | – |
| Q3 2020 | $203,000 | -58.7% | 4,200 | -60.4% | 0.00% | – |
| Q2 2020 | $492,000 | -42.0% | 10,600 | -40.3% | 0.00% | -100.0% |
| Q4 2019 | $849,000 | +236.9% | 17,754 | +224.7% | 0.00% | – |
| Q3 2019 | $252,000 | -46.2% | 5,467 | -46.2% | 0.00% | – |
| Q2 2019 | $468,000 | +112.7% | 10,167 | +108.5% | 0.00% | – |
| Q3 2018 | $220,000 | -83.1% | 4,877 | -83.4% | 0.00% | -100.0% |
| Q2 2018 | $1,304,000 | +125.6% | 29,334 | +126.2% | 0.00% | 0.0% |
| Q1 2018 | $578,000 | +59.7% | 12,967 | +60.8% | 0.00% | – |
| Q4 2017 | $362,000 | – | 8,062 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |