ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,074 | -10.0% | 892 | -6.3% | 0.00% | 0.0% |
| Q2 2023 | $48,980 | +7.0% | 952 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $45,777 | +106358.1% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $43 | -99.9% | 915 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | -6.8% | 915 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -10.2% | 915 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | -5.8% | 915 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $52,000 | -83.6% | 915 | -84.0% | 0.00% | -87.5% |
| Q3 2021 | $317,000 | +53.1% | 5,714 | +54.8% | 0.01% | +60.0% |
| Q2 2021 | $207,000 | -35.1% | 3,692 | -37.9% | 0.01% | -44.4% |
| Q1 2021 | $319,000 | +2026.7% | 5,949 | +1987.4% | 0.01% | – |
| Q4 2020 | $15,000 | +7.1% | 285 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $14,000 | +7.7% | 285 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -14.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | +100.0% | 285 | +79.2% | 0.00% | – |
| Q3 2018 | $7,000 | – | 159 | – | 0.00% | – |
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% |