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 | $74,741,173 | -5.9% | 1,512,673 | -2.0% | 0.00% | 0.0% |
| Q2 2023 | $79,448,884 | +3.6% | 1,544,196 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $76,693,188 | +4.7% | 1,532,944 | -1.3% | 0.00% | 0.0% |
| Q4 2022 | $73,264,993 | +6.3% | 1,553,541 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $68,894,000 | -6.9% | 1,538,518 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $73,978,000 | -9.6% | 1,541,226 | +1.6% | 0.00% | 0.0% |
| Q1 2022 | $81,871,000 | -4.1% | 1,517,250 | +1.4% | 0.00% | 0.0% |
| Q4 2021 | $85,395,000 | +6.5% | 1,496,045 | +3.5% | 0.00% | 0.0% |
| Q3 2021 | $80,212,000 | +0.2% | 1,446,051 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $80,050,000 | +7.0% | 1,429,474 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $74,788,000 | +5.9% | 1,396,329 | +3.2% | 0.00% | 0.0% |
| Q4 2020 | $70,649,000 | +12.9% | 1,353,438 | +4.8% | 0.00% | 0.0% |
| Q3 2020 | $62,583,000 | +4.9% | 1,291,962 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $59,657,000 | +14.1% | 1,285,990 | +1.8% | 0.00% | -33.3% |
| Q1 2020 | $52,293,000 | -12.7% | 1,263,743 | +0.9% | 0.00% | +50.0% |
| Q4 2019 | $59,890,000 | +6.8% | 1,251,875 | +2.9% | 0.00% | 0.0% |
| Q3 2019 | $56,058,000 | +1.6% | 1,217,067 | +1.6% | 0.00% | 0.0% |
| Q2 2019 | $55,150,000 | +4.4% | 1,198,396 | +1.4% | 0.00% | 0.0% |
| Q1 2019 | $52,809,000 | +10.4% | 1,181,406 | +2.0% | 0.00% | 0.0% |
| Q4 2018 | $47,855,000 | -4.8% | 1,158,416 | +4.0% | 0.00% | 0.0% |
| Q3 2018 | $50,287,000 | +4.1% | 1,114,273 | +2.3% | 0.00% | 0.0% |
| Q2 2018 | $48,324,000 | +4.1% | 1,089,351 | +4.6% | 0.00% | 0.0% |
| Q1 2018 | $46,423,000 | +3.0% | 1,041,581 | +3.8% | 0.00% | 0.0% |
| Q4 2017 | $45,069,000 | +2.5% | 1,003,315 | +2.3% | 0.00% | 0.0% |
| Q3 2017 | $43,971,000 | +5.4% | 980,838 | +2.6% | 0.00% | 0.0% |
| Q2 2017 | $41,701,000 | +8.5% | 956,224 | +5.5% | 0.00% | 0.0% |
| Q1 2017 | $38,437,000 | +167017.4% | 906,746 | +159538.4% | 0.00% | – |
| Q4 2016 | $23,000 | -25.8% | 568 | -23.9% | 0.00% | – |
| Q3 2016 | $31,000 | – | 746 | – | 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% |