ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 279 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395 | +91.7% | 8 | +100.0% | 0.00% | – |
| Q2 2023 | $206 | -99.8% | 4 | +100.0% | 0.00% | – |
| Q2 2022 | $96,000 | -98.9% | 2 | -98.8% | 0.00% | – |
| Q1 2022 | $9,065,000 | -88.3% | 168 | -87.7% | 0.00% | – |
| Q4 2021 | $77,800,000 | -65.8% | 1,363 | -71.3% | 0.00% | – |
| Q4 2019 | $227,384,000 | +68.8% | 4,753 | +62.5% | 0.00% | – |
| Q3 2019 | $134,726,000 | +74.3% | 2,925 | +74.1% | 0.00% | – |
| Q2 2019 | $77,314,000 | +14.8% | 1,680 | +11.5% | 0.00% | – |
| Q1 2019 | $67,363,000 | +50.6% | 1,507 | +39.2% | 0.00% | – |
| Q4 2018 | $44,739,000 | -56.6% | 1,083 | -52.5% | 0.00% | – |
| Q3 2018 | $102,987,000 | -26.3% | 2,282 | -27.5% | 0.00% | – |
| Q2 2018 | $139,645,000 | +41.5% | 3,148 | +42.2% | 0.00% | – |
| Q1 2018 | $98,678,000 | – | 2,214 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |