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 | $25,727,913 | +2.9% | 520,702 | +7.1% | 1.32% | +4.1% |
| Q2 2023 | $25,003,898 | +6.0% | 485,985 | +3.1% | 1.26% | +2.3% |
| Q1 2023 | $23,587,454 | -21.7% | 471,466 | -26.2% | 1.24% | -19.5% |
| Q4 2022 | $30,110,222 | -61.4% | 638,469 | -63.4% | 1.54% | -59.8% |
| Q3 2022 | $78,068,000 | +20.6% | 1,743,362 | +29.3% | 3.82% | +22.2% |
| Q2 2022 | $64,737,000 | +592.3% | 1,348,672 | +678.0% | 3.12% | +507.8% |
| Q1 2022 | $9,351,000 | +16.0% | 173,358 | +22.7% | 0.51% | +19.3% |
| Q4 2021 | $8,061,000 | +55.8% | 141,250 | +51.4% | 0.43% | +41.8% |
| Q3 2021 | $5,174,000 | +12.7% | 93,301 | +13.7% | 0.30% | +16.9% |
| Q2 2021 | $4,591,000 | +59.1% | 82,041 | +52.3% | 0.26% | +41.3% |
| Q1 2021 | $2,886,000 | +46.2% | 53,875 | +42.5% | 0.18% | +36.3% |
| Q4 2020 | $1,974,000 | +61.7% | 37,799 | +50.0% | 0.14% | +42.1% |
| Q3 2020 | $1,221,000 | – | 25,206 | – | 0.10% | – |
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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% |