ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 317 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,463 | +1.2% | 896 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $49,880 | -6.6% | 896 | -10.8% | 0.00% | 0.0% |
| Q4 2023 | $53,403 | +21.2% | 1,004 | +12.6% | 0.00% | 0.0% |
| 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 | 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% |