ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,633 | +1.4% | 53,288 | +5.6% | 0.10% | +4.3% |
| Q2 2023 | $2,596 | -2.1% | 50,462 | -4.8% | 0.09% | -7.8% |
| Q1 2023 | $2,652 | -2.0% | 53,007 | -7.6% | 0.10% | -8.1% |
| Q4 2022 | $2,706 | -99.9% | 57,387 | +37.6% | 0.11% | +22.0% |
| Q3 2022 | $1,867,000 | +1.4% | 41,701 | +8.7% | 0.09% | +9.6% |
| Q2 2022 | $1,841,000 | -11.1% | 38,357 | 0.0% | 0.08% | -6.7% |
| Q1 2022 | $2,070,000 | -7.4% | 38,357 | -2.1% | 0.09% | -8.2% |
| Q4 2021 | $2,236,000 | +2.9% | 39,172 | 0.0% | 0.10% | -5.8% |
| Q3 2021 | $2,173,000 | +2.0% | 39,172 | +3.0% | 0.10% | +1.0% |
| Q2 2021 | $2,130,000 | +5.7% | 38,028 | +1.0% | 0.10% | -4.7% |
| Q1 2021 | $2,016,000 | +42.4% | 37,643 | +38.8% | 0.11% | +24.4% |
| Q4 2020 | $1,416,000 | – | 27,119 | – | 0.09% | – |
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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% |