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 | $873,602 | +43.5% | 17,681 | +49.4% | 0.01% | +100.0% |
| Q2 2023 | $608,728 | +3.6% | 11,831 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $587,516 | +11.8% | 11,743 | +5.4% | 0.00% | 0.0% |
| Q4 2022 | $525,400 | +11.3% | 11,141 | +5.8% | 0.00% | 0.0% |
| Q3 2022 | $472,000 | -6.2% | 10,533 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $503,000 | -14.0% | 10,471 | -3.4% | 0.00% | 0.0% |
| Q1 2022 | $585,000 | -16.4% | 10,834 | -11.7% | 0.00% | 0.0% |
| Q4 2021 | $700,000 | +3.2% | 12,269 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $678,000 | +2.1% | 12,222 | +3.1% | 0.00% | 0.0% |
| Q2 2021 | $664,000 | +8.5% | 11,859 | +3.7% | 0.00% | 0.0% |
| Q1 2021 | $612,000 | -27.7% | 11,432 | -29.6% | 0.00% | -40.0% |
| Q4 2020 | $847,000 | +57.1% | 16,234 | +46.0% | 0.01% | +25.0% |
| Q3 2020 | $539,000 | +16.2% | 11,120 | +11.2% | 0.00% | +33.3% |
| Q2 2020 | $464,000 | +10.7% | 10,001 | -1.3% | 0.00% | 0.0% |
| Q1 2020 | $419,000 | +103.4% | 10,129 | +135.1% | 0.00% | +200.0% |
| Q4 2019 | $206,000 | +2.0% | 4,308 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $202,000 | – | 4,386 | – | 0.00% | – |
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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% |