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 | $601,267 | -5.4% | 12,228 | -0.1% | 0.08% | -2.5% |
| Q2 2023 | $635,596 | -15.7% | 12,242 | -19.1% | 0.08% | -22.3% |
| Q1 2023 | $753,730 | -14.9% | 15,141 | -14.4% | 0.10% | -15.6% |
| Q4 2022 | $886,127 | -5.0% | 17,698 | -14.0% | 0.12% | -13.5% |
| Q3 2022 | $933,000 | -13.8% | 20,574 | -7.1% | 0.14% | -9.0% |
| Q2 2022 | $1,082,000 | -34.3% | 22,143 | -29.6% | 0.16% | -33.8% |
| Q1 2022 | $1,648,000 | -10.7% | 31,438 | -2.8% | 0.23% | -4.1% |
| Q4 2021 | $1,846,000 | -3.2% | 32,334 | -4.6% | 0.24% | -14.7% |
| Q3 2021 | $1,907,000 | -0.9% | 33,902 | -1.9% | 0.29% | -2.7% |
| Q2 2021 | $1,925,000 | +3.9% | 34,548 | +1.2% | 0.29% | +0.3% |
| Q1 2021 | $1,852,000 | +6.7% | 34,153 | +2.7% | 0.29% | -1.3% |
| Q4 2020 | $1,736,000 | +10.2% | 33,265 | -2.0% | 0.30% | -12.4% |
| Q2 2020 | $1,575,000 | +12.7% | 33,956 | +0.5% | 0.34% | -20.4% |
| Q1 2020 | $1,398,000 | -14.4% | 33,785 | -1.1% | 0.43% | -13.8% |
| Q4 2019 | $1,634,000 | +3.4% | 34,152 | -0.5% | 0.49% | -4.6% |
| Q3 2019 | $1,581,000 | -93.4% | 34,318 | -57.9% | 0.52% | -93.6% |
| Q2 2019 | $24,007,000 | +1618.5% | 81,448 | +160.6% | 8.06% | +1531.8% |
| Q1 2019 | $1,397,000 | +30.1% | 31,250 | +31.3% | 0.49% | +28.3% |
| Q4 2018 | $1,074,000 | 0.0% | 23,805 | 0.0% | 0.38% | 0.0% |
| Q3 2018 | $1,074,000 | +22.0% | 23,805 | +20.0% | 0.38% | +16.0% |
| Q2 2018 | $880,000 | +29.6% | 19,840 | +30.2% | 0.33% | +29.2% |
| Q1 2018 | $679,000 | -97.1% | 15,236 | -82.4% | 0.26% | -97.0% |
| Q4 2017 | $23,289,000 | +4930.0% | 86,626 | +738.9% | 8.50% | +4650.8% |
| Q3 2017 | $463,000 | -2.9% | 10,326 | -5.5% | 0.18% | -6.8% |
| Q2 2017 | $477,000 | +18.7% | 10,930 | +15.4% | 0.19% | +16.4% |
| Q1 2017 | $402,000 | +6.1% | 9,475 | +1.4% | 0.16% | 0.0% |
| Q4 2016 | $379,000 | -2.3% | 9,345 | -0.8% | 0.16% | -4.6% |
| Q3 2016 | $388,000 | +7.8% | 9,421 | +4.8% | 0.17% | +6.8% |
| Q2 2016 | $360,000 | +18.0% | 8,986 | +16.1% | 0.16% | +14.9% |
| Q1 2016 | $305,000 | +45.2% | 7,738 | +43.2% | 0.14% | +42.4% |
| Q4 2015 | $210,000 | – | 5,404 | – | 0.10% | – |
Download | ||||||
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% |