ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,000 | +10.5% | 13,573 | +16.5% | 0.00% | 0.0% |
| Q2 2023 | $600,000 | -5.1% | 11,649 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $632,000 | -36.4% | 12,572 | -40.6% | 0.00% | -50.0% |
| Q4 2022 | $993,000 | +100.6% | 21,167 | +90.5% | 0.00% | +100.0% |
| Q3 2022 | $495,000 | -39.3% | 11,113 | -34.5% | 0.00% | -50.0% |
| Q2 2022 | $815,000 | +13.2% | 16,967 | +26.9% | 0.00% | 0.0% |
| Q1 2022 | $720,000 | -52.3% | 13,368 | -49.5% | 0.00% | -33.3% |
| Q4 2021 | $1,510,000 | +267.4% | 26,455 | +258.1% | 0.00% | +200.0% |
| Q3 2021 | $411,000 | +1.7% | 7,388 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $404,000 | -62.5% | 7,209 | -64.1% | 0.00% | -66.7% |
| Q1 2021 | $1,076,000 | +229.1% | 20,105 | +217.0% | 0.00% | +200.0% |
| Q4 2020 | $327,000 | +13.9% | 6,343 | +6.6% | 0.00% | 0.0% |
| Q3 2020 | $287,000 | -46.3% | 5,952 | -48.6% | 0.00% | -66.7% |
| Q2 2020 | $534,000 | +111.1% | 11,590 | +91.0% | 0.00% | +50.0% |
| Q1 2020 | $253,000 | -17.3% | 6,069 | -5.6% | 0.00% | 0.0% |
| Q4 2019 | $306,000 | +7.4% | 6,431 | +3.0% | 0.00% | 0.0% |
| Q3 2019 | $285,000 | +0.7% | 6,244 | +0.4% | 0.00% | 0.0% |
| Q2 2019 | $283,000 | +8.0% | 6,221 | +6.0% | 0.00% | 0.0% |
| Q1 2019 | $262,000 | +15.9% | 5,867 | +6.0% | 0.00% | 0.0% |
| Q4 2018 | $226,000 | -91.6% | 5,536 | -90.7% | 0.00% | -89.5% |
| Q3 2018 | $2,693,000 | +2.2% | 59,636 | +0.4% | 0.02% | -9.5% |
| Q2 2018 | $2,635,000 | +0.4% | 59,372 | +0.8% | 0.02% | -4.5% |
| Q1 2018 | $2,625,000 | -2.8% | 58,886 | -2.1% | 0.02% | 0.0% |
| Q4 2017 | $2,702,000 | -1.9% | 60,168 | -2.1% | 0.02% | -8.3% |
| Q3 2017 | $2,755,000 | +3.3% | 61,469 | +0.6% | 0.02% | 0.0% |
| Q2 2017 | $2,668,000 | +1140.9% | 61,103 | +1097.9% | 0.02% | +1100.0% |
| Q1 2017 | $215,000 | -7.3% | 5,101 | -11.5% | 0.00% | -33.3% |
| Q4 2016 | $232,000 | -7.2% | 5,766 | -5.2% | 0.00% | 0.0% |
| Q3 2016 | $250,000 | +11.1% | 6,080 | +8.1% | 0.00% | 0.0% |
| Q2 2016 | $225,000 | – | 5,624 | – | 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% |