ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $4,454 | -78.9% | 80 | -79.8% | 0.00% | – |
| Q4 2023 | $21,116 | +5245.8% | 397 | +4862.5% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| 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% |