ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 258 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,058,439 | +1.7% | 72,060 | +0.5% | 0.99% | +5.0% |
| Q1 2024 | $3,989,927 | +3.2% | 71,671 | -1.4% | 0.94% | -5.5% |
| Q4 2023 | $3,866,703 | +7.9% | 72,696 | +0.2% | 1.00% | -4.8% |
| Q3 2023 | $3,584,670 | -6.2% | 72,549 | -2.3% | 1.05% | -2.9% |
| Q2 2023 | $3,820,044 | +3.5% | 74,248 | +0.6% | 1.08% | -3.0% |
| Q1 2023 | $3,690,970 | +6.1% | 73,775 | 0.0% | 1.12% | +1.7% |
| Q4 2022 | $3,479,235 | -8.7% | 73,775 | -13.3% | 1.10% | -20.3% |
| Q3 2022 | $3,810,000 | +10.5% | 85,093 | +18.4% | 1.38% | +15.0% |
| Q2 2022 | $3,449,000 | -10.8% | 71,855 | +0.3% | 1.20% | -1.9% |
| Q1 2022 | $3,865,000 | -8.7% | 71,632 | -3.4% | 1.22% | -6.2% |
| Q4 2021 | $4,232,000 | +2.7% | 74,145 | -0.2% | 1.30% | -8.8% |
| Q3 2021 | $4,119,000 | +2.7% | 74,261 | -0.8% | 1.42% | -9.1% |
| Q1 2021 | $4,009,000 | +0.2% | 74,852 | -2.3% | 1.57% | -11.8% |
| Q4 2020 | $4,000,000 | +6.6% | 76,620 | -1.1% | 1.78% | -11.3% |
| Q3 2020 | $3,751,000 | +1.4% | 77,445 | -1.8% | 2.00% | -9.0% |
| Q2 2020 | $3,698,000 | -4.8% | 78,847 | -16.0% | 2.20% | -26.5% |
| Q1 2020 | $3,884,000 | -35.9% | 93,864 | -25.9% | 2.99% | -24.5% |
| Q4 2019 | $6,063,000 | -6.3% | 126,725 | -9.8% | 3.97% | -13.4% |
| Q3 2019 | $6,469,000 | -1.6% | 140,446 | -1.7% | 4.58% | -4.9% |
| Q2 2019 | $6,577,000 | +1.1% | 142,923 | -1.8% | 4.82% | +2.6% |
| Q1 2019 | $6,508,000 | +7.3% | 145,593 | -2.2% | 4.70% | -11.4% |
| Q4 2018 | $6,064,000 | -8.5% | 148,837 | +1.3% | 5.30% | -0.2% |
| Q3 2018 | $6,629,000 | +3.3% | 146,878 | +1.6% | 5.31% | -6.9% |
| Q2 2018 | $6,415,000 | -2.0% | 144,612 | -1.5% | 5.70% | -5.8% |
| Q1 2018 | $6,545,000 | +2.0% | 146,844 | +2.8% | 6.06% | +2.3% |
| Q4 2017 | $6,415,000 | – | 142,816 | – | 5.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |