ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $967,892 | -15.1% | 19,589 | -14.0% | 0.00% | – |
| Q1 2023 | $1,139,383 | -48.9% | 22,774 | -51.8% | 0.00% | -100.0% |
| Q4 2022 | $2,228,923 | +55.0% | 47,263 | +57.7% | 0.00% | – |
| Q2 2022 | $1,438,000 | +41.8% | 29,969 | +59.5% | 0.00% | – |
| Q1 2022 | $1,014,000 | -59.2% | 18,792 | -56.8% | 0.00% | – |
| Q4 2021 | $2,486,000 | -0.3% | 43,544 | -3.1% | 0.00% | – |
| Q3 2021 | $2,493,000 | +681.5% | 44,949 | +655.1% | 0.00% | – |
| Q1 2021 | $319,000 | -67.4% | 5,953 | -68.2% | 0.00% | – |
| Q4 2020 | $978,000 | +210.5% | 18,728 | +188.2% | 0.00% | – |
| Q3 2020 | $315,000 | -90.8% | 6,498 | -91.2% | 0.00% | -100.0% |
| Q2 2020 | $3,407,000 | +1434.7% | 73,451 | +1266.8% | 0.00% | – |
| Q1 2020 | $222,000 | -24.2% | 5,374 | -12.2% | 0.00% | – |
| Q4 2019 | $293,000 | -80.2% | 6,122 | -80.9% | 0.00% | – |
| Q2 2019 | $1,479,000 | -18.8% | 32,127 | -20.3% | 0.00% | -100.0% |
| Q3 2018 | $1,821,000 | +33.3% | 40,329 | +30.9% | 0.00% | – |
| Q2 2018 | $1,366,000 | +62.4% | 30,805 | +63.2% | 0.00% | – |
| Q1 2018 | $841,000 | +275.4% | 18,873 | +278.1% | 0.00% | – |
| Q4 2017 | $224,000 | -15.2% | 4,991 | -17.6% | 0.00% | – |
| Q2 2017 | $264,000 | -86.7% | 6,054 | -87.1% | 0.00% | -100.0% |
| Q1 2017 | $1,991,000 | +177.3% | 46,974 | +169.0% | 0.00% | – |
| Q3 2016 | $718,000 | +20.1% | 17,461 | +17.0% | 0.00% | – |
| Q2 2016 | $598,000 | -73.4% | 14,928 | -73.8% | 0.00% | -100.0% |
| Q1 2016 | $2,244,000 | -66.2% | 56,879 | -67.3% | 0.00% | -66.7% |
| Q3 2015 | $6,636,000 | +2413.6% | 173,891 | +2584.3% | 0.00% | – |
| Q1 2015 | $264,000 | -46.9% | 6,478 | -47.3% | 0.00% | – |
| Q2 2014 | $497,000 | -73.3% | 12,284 | -76.6% | 0.00% | -100.0% |
| Q2 2013 | $1,860,000 | – | 52,461 | – | 0.00% | – |
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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% |