ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,699 | +141.2% | 54,637 | +151.1% | 0.01% | +150.0% |
| Q2 2023 | $1,119 | -49.8% | 21,758 | -51.2% | 0.00% | -55.6% |
| Q1 2023 | $2,231 | -91.4% | 44,594 | -91.9% | 0.01% | -91.1% |
| Q4 2022 | $25,879 | -99.5% | 548,747 | +356.0% | 0.10% | +339.1% |
| Q3 2022 | $5,388,000 | -61.3% | 120,329 | -58.5% | 0.02% | -63.5% |
| Q2 2022 | $13,926,000 | +29.8% | 290,050 | +45.9% | 0.06% | +37.0% |
| Q1 2022 | $10,728,000 | +79.9% | 198,816 | +90.3% | 0.05% | +100.0% |
| Q4 2021 | $5,964,000 | +863.5% | 104,484 | +836.2% | 0.02% | +666.7% |
| Q3 2021 | $619,000 | -5.1% | 11,161 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $652,000 | +1.4% | 11,644 | -3.0% | 0.00% | 0.0% |
| Q1 2021 | $643,000 | +13.0% | 12,008 | +10.1% | 0.00% | 0.0% |
| Q4 2020 | $569,000 | +10.1% | 10,903 | +2.2% | 0.00% | 0.0% |
| Q3 2020 | $517,000 | +23.1% | 10,673 | +17.8% | 0.00% | 0.0% |
| Q2 2020 | $420,000 | +13.5% | 9,060 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $370,000 | -17.4% | 8,948 | -4.5% | 0.00% | 0.0% |
| Q4 2019 | $448,000 | +5.4% | 9,368 | +1.4% | 0.00% | 0.0% |
| Q3 2019 | $425,000 | +9.5% | 9,236 | +9.6% | 0.00% | 0.0% |
| Q2 2019 | $388,000 | +4.3% | 8,428 | +1.3% | 0.00% | 0.0% |
| Q1 2019 | $372,000 | -87.3% | 8,323 | -88.3% | 0.00% | -89.3% |
| Q4 2018 | $2,937,000 | +709.1% | 71,091 | +782.8% | 0.03% | +833.3% |
| Q3 2018 | $363,000 | -4.5% | 8,053 | -6.1% | 0.00% | -25.0% |
| Q2 2018 | $380,000 | +8.6% | 8,573 | +9.0% | 0.00% | 0.0% |
| Q1 2018 | $350,000 | 0.0% | 7,863 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $350,000 | +2.0% | 7,788 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $343,000 | +3.6% | 7,656 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $331,000 | +9.2% | 7,581 | +6.1% | 0.00% | 0.0% |
| Q1 2017 | $303,000 | -72.8% | 7,143 | -74.0% | 0.00% | -76.5% |
| Q4 2016 | $1,113,000 | +300.4% | 27,423 | +306.3% | 0.02% | +240.0% |
| Q3 2016 | $278,000 | -47.9% | 6,750 | -49.4% | 0.01% | -54.5% |
| Q2 2016 | $534,000 | +108.6% | 13,330 | +98.9% | 0.01% | +57.1% |
| Q3 2015 | $256,000 | – | 6,702 | – | 0.01% | – |
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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% |