ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,670 | -4.1% | 16,407 | -0.1% | 0.07% | -12.5% |
| Q2 2023 | $845,324 | +3.2% | 16,430 | +0.4% | 0.08% | -13.0% |
| Q1 2023 | $819,041 | +7.1% | 16,371 | +1.0% | 0.09% | +3.4% |
| Q4 2022 | $764,558 | +5.7% | 16,212 | +0.4% | 0.09% | -18.3% |
| Q3 2022 | $723,000 | -7.9% | 16,143 | -1.3% | 0.11% | -6.0% |
| Q2 2022 | $785,000 | -14.4% | 16,352 | -3.8% | 0.12% | 0.0% |
| Q1 2022 | $917,000 | -20.1% | 16,990 | -15.5% | 0.12% | -10.1% |
| Q4 2021 | $1,148,000 | +3.1% | 20,113 | +0.2% | 0.13% | -9.2% |
| Q3 2021 | $1,113,000 | -10.6% | 20,070 | -9.7% | 0.14% | -15.0% |
| Q2 2021 | $1,245,000 | +8.1% | 22,236 | +3.4% | 0.17% | +4.4% |
| Q1 2021 | $1,152,000 | -43.3% | 21,514 | -44.7% | 0.16% | -45.6% |
| Q4 2020 | $2,031,000 | -18.4% | 38,902 | -24.3% | 0.29% | -26.7% |
| Q3 2020 | $2,488,000 | -42.0% | 51,358 | -44.4% | 0.40% | -44.8% |
| Q2 2020 | $4,289,000 | -19.6% | 92,445 | -28.3% | 0.73% | -31.8% |
| Q1 2020 | $5,333,000 | -25.1% | 128,883 | -13.4% | 1.07% | -46.0% |
| Q4 2019 | $7,118,000 | +1.5% | 148,794 | -2.2% | 1.98% | -10.8% |
| Q3 2019 | $7,010,000 | -13.7% | 152,194 | -13.8% | 2.22% | -16.9% |
| Q2 2019 | $8,123,000 | +3.3% | 176,518 | +0.4% | 2.66% | -5.2% |
| Q1 2019 | $7,860,000 | +7.8% | 175,850 | -0.3% | 2.81% | +18.1% |
| Q4 2018 | $7,288,000 | – | 176,430 | – | 2.38% | – |
Download | ||||||
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% |