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 | $1,693,101 | +10.1% | 34,266 | +14.6% | 0.02% | +5.6% |
| Q2 2023 | $1,538,131 | +9.1% | 29,896 | +6.1% | 0.02% | +5.9% |
| Q1 2023 | $1,410,160 | +9.4% | 28,186 | +3.1% | 0.02% | 0.0% |
| Q4 2022 | $1,288,703 | +55.1% | 27,326 | +47.2% | 0.02% | +30.8% |
| Q3 2022 | $831,000 | +20.4% | 18,568 | +29.1% | 0.01% | +30.0% |
| Q2 2022 | $690,000 | +0.6% | 14,385 | +13.4% | 0.01% | +11.1% |
| Q1 2022 | $686,000 | -1.9% | 12,683 | +3.6% | 0.01% | -18.2% |
| Q4 2021 | $699,000 | +2.2% | 12,237 | -1.1% | 0.01% | 0.0% |
| Q3 2021 | $684,000 | +5.7% | 12,371 | +7.1% | 0.01% | -8.3% |
| Q2 2021 | $647,000 | +6.8% | 11,547 | +1.8% | 0.01% | -7.7% |
| Q1 2021 | $606,000 | +85.3% | 11,347 | +81.2% | 0.01% | +62.5% |
| Q4 2020 | $327,000 | -57.9% | 6,262 | -60.9% | 0.01% | -33.3% |
| Q3 2020 | $776,000 | +50.7% | 16,002 | +28.7% | 0.01% | -20.0% |
| Q1 2020 | $515,000 | – | 12,433 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |