ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,377 | -4.2% | 6,646 | -0.2% | 0.04% | -10.4% |
| Q2 2023 | $342,746 | +3.9% | 6,662 | +1.0% | 0.05% | -2.0% |
| Q1 2023 | $329,826 | -3.9% | 6,593 | -9.4% | 0.05% | -9.3% |
| Q4 2022 | $343,163 | +6.2% | 7,277 | +0.9% | 0.05% | +1.9% |
| Q3 2022 | $323,000 | -5.0% | 7,210 | +1.9% | 0.05% | -1.9% |
| Q2 2022 | $340,000 | -4.2% | 7,077 | +7.5% | 0.05% | +14.9% |
| Q1 2022 | $355,000 | -1.9% | 6,584 | +3.7% | 0.05% | +2.2% |
| Q4 2021 | $362,000 | +4.0% | 6,349 | +1.2% | 0.05% | -2.1% |
| Q3 2021 | $348,000 | +2.1% | 6,274 | +3.1% | 0.05% | +2.2% |
| Q2 2021 | $341,000 | +8.6% | 6,087 | +3.8% | 0.05% | -2.1% |
| Q1 2021 | $314,000 | +5.7% | 5,863 | +3.0% | 0.05% | -2.1% |
| Q4 2020 | $297,000 | +10.4% | 5,691 | +2.6% | 0.05% | -5.9% |
| Q3 2020 | $269,000 | +7.6% | 5,547 | +3.1% | 0.05% | -3.8% |
| Q2 2020 | $250,000 | +15.7% | 5,382 | +2.9% | 0.05% | -8.6% |
| Q1 2020 | $216,000 | -10.7% | 5,230 | +3.3% | 0.06% | +3.6% |
| Q4 2019 | $242,000 | – | 5,063 | – | 0.06% | – |
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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% |