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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $727,880 | +53.1% | 12,924 | +51.3% | 0.01% | +60.0% |
| Q1 2024 | $475,533 | +22.5% | 8,542 | +17.1% | 0.01% | 0.0% |
| Q4 2023 | $388,091 | +16.7% | 7,296 | +8.4% | 0.01% | 0.0% |
| Q3 2023 | $332,678 | +24.7% | 6,733 | +29.9% | 0.01% | +25.0% |
| Q2 2023 | $266,768 | -1.2% | 5,185 | -3.9% | 0.00% | 0.0% |
| Q1 2023 | $269,962 | -7.8% | 5,396 | -13.1% | 0.00% | -20.0% |
| Q4 2022 | $292,958 | -5.5% | 6,212 | -10.2% | 0.01% | -16.7% |
| Q3 2022 | $310,000 | -6.3% | 6,918 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $331,000 | +6.4% | 6,903 | +19.7% | 0.01% | +20.0% |
| Q1 2022 | $311,000 | -11.4% | 5,769 | -6.1% | 0.01% | -16.7% |
| Q4 2021 | $351,000 | -2.5% | 6,146 | -5.2% | 0.01% | 0.0% |
| Q3 2021 | $360,000 | +0.3% | 6,483 | +1.2% | 0.01% | 0.0% |
| Q2 2021 | $359,000 | +35.0% | 6,403 | +29.1% | 0.01% | 0.0% |
| Q1 2021 | $266,000 | – | 4,960 | – | 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% |