ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,547 | -57.4% | 4,666 | -55.7% | 0.00% | – |
| Q2 2023 | $541,460 | -9.0% | 10,524 | -11.5% | 0.00% | – |
| Q1 2023 | $594,857 | -45.0% | 11,890 | -47.2% | 0.00% | – |
| Q2 2022 | $1,081,000 | +78.7% | 22,516 | +100.8% | 0.00% | – |
| Q1 2022 | $605,000 | -75.1% | 11,214 | -74.1% | 0.00% | -100.0% |
| Q2 2021 | $2,428,000 | +30.7% | 43,359 | +25.0% | 0.00% | – |
| Q1 2021 | $1,858,000 | -66.0% | 34,685 | -69.3% | 0.00% | -100.0% |
| Q3 2020 | $5,470,000 | +269.6% | 112,916 | +254.0% | 0.00% | +100.0% |
| Q2 2020 | $1,480,000 | -3.0% | 31,893 | +0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,525,000 | +28.8% | 31,883 | +24.0% | 0.00% | 0.0% |
| Q3 2019 | $1,184,000 | -15.1% | 25,704 | -16.8% | 0.00% | 0.0% |
| Q3 2018 | $1,394,000 | +109.3% | 30,886 | +105.8% | 0.00% | – |
| Q2 2018 | $666,000 | -52.4% | 15,007 | -51.8% | 0.00% | -100.0% |
| Q4 2017 | $1,399,000 | +153.4% | 31,138 | +132.3% | 0.00% | 0.0% |
| Q3 2016 | $552,000 | +53.8% | 13,405 | +49.4% | 0.00% | – |
| Q2 2016 | $359,000 | -41.3% | 8,973 | -42.1% | 0.00% | -100.0% |
| Q1 2016 | $612,000 | -56.2% | 15,510 | -57.6% | 0.00% | 0.0% |
| Q3 2015 | $1,396,000 | +50.9% | 36,593 | +60.6% | 0.00% | 0.0% |
| Q2 2015 | $925,000 | – | 22,789 | – | 0.00% | – |
Download | ||||||
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% |