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 | $5,429,761 | +38.1% | 109,892 | +43.8% | 0.01% | +66.7% |
| Q2 2023 | $3,931,361 | -23.2% | 76,411 | -25.3% | 0.00% | -25.0% |
| Q1 2023 | $5,118,768 | -94.8% | 102,314 | -95.1% | 0.00% | -95.6% |
| Q4 2022 | $98,545,778 | +272.0% | 2,089,605 | +253.2% | 0.09% | +233.3% |
| Q3 2022 | $26,490,000 | +37.7% | 591,565 | +47.6% | 0.03% | +42.1% |
| Q2 2022 | $19,244,000 | +640.4% | 400,923 | +732.4% | 0.02% | +850.0% |
| Q1 2022 | $2,599,000 | -79.1% | 48,163 | -77.9% | 0.00% | -80.0% |
| Q4 2021 | $12,452,000 | +4238.7% | 218,153 | +4119.6% | 0.01% | – |
| Q3 2021 | $287,000 | -9.7% | 5,170 | -8.9% | 0.00% | – |
| Q2 2021 | $318,000 | +33.6% | 5,672 | +27.7% | 0.00% | – |
| Q1 2021 | $238,000 | -48.6% | 4,442 | -49.9% | 0.00% | -100.0% |
| Q4 2020 | $463,000 | +2.0% | 8,866 | -5.4% | 0.00% | 0.0% |
| Q3 2020 | $454,000 | +24.0% | 9,373 | +18.9% | 0.00% | – |
| Q2 2020 | $366,000 | -97.1% | 7,884 | -97.4% | 0.00% | -100.0% |
| Q1 2020 | $12,769,000 | +805.0% | 308,588 | +946.5% | 0.02% | +900.0% |
| Q4 2019 | $1,411,000 | +49.2% | 29,487 | +43.6% | 0.00% | +100.0% |
| Q3 2019 | $946,000 | -4.7% | 20,533 | -4.8% | 0.00% | 0.0% |
| Q2 2019 | $993,000 | +10.7% | 21,573 | +7.5% | 0.00% | 0.0% |
| Q1 2019 | $897,000 | -97.5% | 20,073 | -97.7% | 0.00% | -98.4% |
| Q4 2018 | $35,694,000 | +5073.0% | 864,044 | +5549.9% | 0.06% | +6100.0% |
| Q3 2018 | $690,000 | -60.2% | 15,293 | -60.8% | 0.00% | -66.7% |
| Q2 2018 | $1,732,000 | +211.0% | 39,045 | +212.6% | 0.00% | +200.0% |
| Q1 2018 | $557,000 | -61.8% | 12,492 | -61.6% | 0.00% | -66.7% |
| Q4 2017 | $1,460,000 | +157.5% | 32,506 | +157.0% | 0.00% | +200.0% |
| Q3 2017 | $567,000 | -24.1% | 12,650 | -26.1% | 0.00% | -50.0% |
| Q2 2017 | $747,000 | +34.1% | 17,118 | +30.2% | 0.00% | +100.0% |
| Q1 2017 | $557,000 | +28.9% | 13,150 | +23.5% | 0.00% | 0.0% |
| Q4 2016 | $432,000 | +37.1% | 10,650 | +39.2% | 0.00% | 0.0% |
| Q3 2016 | $315,000 | +15.4% | 7,650 | +12.2% | 0.00% | 0.0% |
| Q2 2016 | $273,000 | – | 6,817 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |