ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,512 | -5.4% | 10,454 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $546,069 | +61.9% | 10,614 | +57.4% | 0.01% | +57.1% |
| Q1 2023 | $337,382 | +12.1% | 6,744 | +5.6% | 0.01% | 0.0% |
| Q4 2022 | $301,097 | +5.3% | 6,385 | -0.2% | 0.01% | +16.7% |
| Q3 2022 | $286,000 | -6.8% | 6,397 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $307,000 | -10.8% | 6,397 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $344,000 | -3.6% | 6,367 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $357,000 | +12.6% | 6,261 | +9.6% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | +12.0% | 5,711 | -8.8% | 0.01% | 0.0% |
| Q3 2018 | $283,000 | -6.9% | 6,265 | -8.7% | 0.01% | -14.3% |
| Q2 2018 | $304,000 | +3.4% | 6,860 | +3.9% | 0.01% | +16.7% |
| Q1 2018 | $294,000 | +2.1% | 6,600 | +2.9% | 0.01% | 0.0% |
| Q4 2017 | $288,000 | – | 6,415 | – | 0.01% | – |
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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% |