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 | $1,041,760 | -7.8% | 21,084 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $1,129,540 | +20.4% | 21,954 | +17.0% | 0.00% | 0.0% |
| Q1 2023 | $938,484 | +2.6% | 18,758 | -3.3% | 0.00% | 0.0% |
| Q4 2022 | $914,593 | +30386.4% | 19,393 | +24448.1% | 0.00% | – |
| Q3 2022 | $3,000 | -40.0% | 79 | -30.1% | 0.00% | – |
| Q2 2022 | $5,000 | -54.5% | 113 | -47.7% | 0.00% | – |
| Q1 2022 | $11,000 | +175.0% | 216 | +173.4% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| Q3 2021 | $4,000 | -50.0% | 78 | -48.0% | 0.00% | – |
| Q2 2021 | $8,000 | +700.0% | 150 | +1053.8% | 0.00% | – |
| Q1 2021 | $1,000 | -96.2% | 13 | -97.4% | 0.00% | – |
| Q4 2020 | $26,000 | +550.0% | 507 | +496.5% | 0.00% | – |
| Q4 2019 | $4,000 | -66.7% | 85 | -68.5% | 0.00% | – |
| Q3 2018 | $12,000 | -33.3% | 270 | -32.5% | 0.00% | – |
| Q4 2017 | $18,000 | -58.1% | 400 | -60.7% | 0.00% | – |
| Q1 2017 | $43,000 | +258.3% | 1,018 | +239.3% | 0.00% | – |
| Q4 2015 | $12,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |