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 | $8,485 | -3.1% | 171,730 | +1.0% | 0.04% | 0.0% |
| Q2 2023 | $8,752 | +0.5% | 170,110 | -2.3% | 0.04% | -7.0% |
| Q1 2023 | $8,711 | +1.1% | 174,122 | -4.7% | 0.04% | -4.4% |
| Q4 2022 | $8,614 | -99.9% | 182,653 | -3.2% | 0.04% | -6.2% |
| Q3 2022 | $8,448,000 | -12.1% | 188,659 | -5.8% | 0.05% | -7.7% |
| Q2 2022 | $9,610,000 | -12.7% | 200,218 | -1.9% | 0.05% | +2.0% |
| Q1 2022 | $11,012,000 | -7.2% | 204,082 | -1.9% | 0.05% | -3.8% |
| Q4 2021 | $11,871,000 | +3.9% | 207,967 | +1.0% | 0.05% | -5.4% |
| Q3 2021 | $11,427,000 | -2.8% | 206,001 | -1.9% | 0.06% | 0.0% |
| Q2 2021 | $11,756,000 | +8.5% | 209,923 | +3.8% | 0.06% | -5.1% |
| Q1 2021 | $10,832,000 | +5.5% | 202,234 | +2.8% | 0.06% | -1.7% |
| Q4 2020 | $10,267,000 | +25.5% | 196,684 | +16.4% | 0.06% | +9.1% |
| Q3 2020 | $8,183,000 | +11.0% | 168,938 | +6.3% | 0.06% | 0.0% |
| Q2 2020 | $7,374,000 | +13.6% | 158,967 | +1.3% | 0.06% | -11.3% |
| Q1 2020 | $6,494,000 | -26.1% | 156,929 | -14.6% | 0.06% | -8.8% |
| Q4 2019 | $8,793,000 | -5.0% | 183,796 | -8.5% | 0.07% | -16.0% |
| Q3 2019 | $9,257,000 | -10.3% | 200,975 | -10.4% | 0.08% | -14.7% |
| Q2 2019 | $10,323,000 | +13.5% | 224,318 | +10.3% | 0.10% | +9.2% |
| Q1 2019 | $9,093,000 | +22.2% | 203,428 | +12.9% | 0.09% | +6.1% |
| Q4 2018 | $7,441,000 | -5.7% | 180,132 | +3.0% | 0.08% | +9.3% |
| Q3 2018 | $7,894,000 | +5.8% | 174,920 | +4.0% | 0.08% | -5.1% |
| Q2 2018 | $7,462,000 | +2.1% | 168,210 | +2.6% | 0.08% | -3.7% |
| Q1 2018 | $7,310,000 | +3.5% | 164,021 | +4.4% | 0.08% | -1.2% |
| Q4 2017 | $7,060,000 | +24.0% | 157,168 | +23.8% | 0.08% | +9.2% |
| Q3 2017 | $5,692,000 | +5.0% | 126,970 | +2.1% | 0.08% | -5.0% |
| Q2 2017 | $5,421,000 | +11.7% | 124,316 | +8.6% | 0.08% | -3.6% |
| Q1 2017 | $4,854,000 | +140.2% | 114,511 | +130.0% | 0.08% | +118.4% |
| Q4 2016 | $2,021,000 | +12.8% | 49,797 | +14.4% | 0.04% | +15.2% |
| Q3 2016 | $1,791,000 | +15.8% | 43,535 | +12.8% | 0.03% | 0.0% |
| Q2 2016 | $1,546,000 | -15.0% | 38,610 | -16.3% | 0.03% | -19.5% |
| Q1 2016 | $1,819,000 | -6.7% | 46,115 | -8.1% | 0.04% | -10.9% |
| Q4 2015 | $1,950,000 | +22.9% | 50,156 | +20.6% | 0.05% | 0.0% |
| Q3 2015 | $1,587,000 | -5.9% | 41,598 | +0.0% | 0.05% | -2.1% |
| Q2 2015 | $1,686,000 | +1.4% | 41,583 | +2.1% | 0.05% | 0.0% |
| Q1 2015 | $1,663,000 | -16.1% | 40,731 | -17.5% | 0.05% | -23.0% |
| Q4 2014 | $1,982,000 | +13.6% | 49,395 | +11.7% | 0.06% | +19.6% |
| Q3 2014 | $1,745,000 | +25.8% | 44,214 | +29.0% | 0.05% | +6.2% |
| Q2 2014 | $1,387,000 | +15.3% | 34,284 | +11.5% | 0.05% | +6.7% |
| Q1 2014 | $1,203,000 | +19.2% | 30,740 | +17.3% | 0.04% | +9.8% |
| Q4 2013 | $1,009,000 | +25.0% | 26,212 | +19.8% | 0.04% | +17.1% |
| Q3 2013 | $807,000 | +15.3% | 21,875 | +10.9% | 0.04% | -2.8% |
| Q2 2013 | $700,000 | – | 19,730 | – | 0.04% | – |
Download | ||||||
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% |