ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 270 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $337,920 | -41.4% | 6,000 | -42.1% | 0.01% | -40.0% |
| Q1 2024 | $577,075 | +6.6% | 10,366 | +1.8% | 0.01% | 0.0% |
| Q4 2023 | $541,559 | +4.8% | 10,182 | -2.6% | 0.01% | -9.1% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |