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 | $230,912 | +101177.2% | 4,100 | 0.0% | 0.02% | -5.9% |
| Q1 2024 | $228 | +4.1% | 4,100 | 0.0% | 0.02% | -5.6% |
| Q4 2023 | $219 | +28.8% | 4,100 | +18.8% | 0.02% | +28.6% |
| Q3 2023 | $170 | -19.4% | 3,450 | -15.9% | 0.01% | -22.2% |
| Q2 2023 | $211 | +2.4% | 4,100 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $206 | +6.2% | 4,100 | 0.0% | 0.02% | -5.0% |
| Q4 2022 | $194 | -99.9% | 4,100 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $183,000 | -17.2% | 4,100 | 0.0% | 0.02% | -20.0% |
| Q1 2022 | $221,000 | -5.6% | 4,100 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $234,000 | +3.1% | 4,100 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $227,000 | -0.9% | 4,100 | 0.0% | 0.03% | -11.8% |
| Q2 2021 | $229,000 | +4.1% | 4,100 | 0.0% | 0.03% | -32.0% |
| Q1 2021 | $220,000 | +2.8% | 4,100 | 0.0% | 0.05% | +16.3% |
| Q4 2020 | $214,000 | +590.3% | 4,100 | +530.8% | 0.04% | +514.3% |
| Q3 2020 | $31,000 | +3.3% | 650 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $30,000 | +11.1% | 650 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $27,000 | – | 650 | – | 0.01% | – |
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% |