ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,190 | -4.4% | 16,458 | -0.4% | 0.04% | -2.8% |
| Q2 2023 | $850,314 | +0.3% | 16,527 | -2.4% | 0.04% | -7.7% |
| Q1 2023 | $847,608 | +6.1% | 16,942 | 0.0% | 0.04% | +2.6% |
| Q4 2022 | $798,984 | +172.7% | 16,942 | +178.4% | 0.04% | +72.7% |
| Q2 2022 | $293,000 | -51.6% | 6,085 | -45.4% | 0.02% | -29.0% |
| Q1 2022 | $605,000 | +101.0% | 11,148 | +111.4% | 0.03% | +106.7% |
| Q4 2021 | $301,000 | +3.1% | 5,274 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $292,000 | -12.0% | 5,274 | -11.2% | 0.02% | +23.1% |
| Q2 2021 | $332,000 | +4.1% | 5,939 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $319,000 | +2.6% | 5,939 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $311,000 | +8.4% | 5,939 | 0.0% | 0.02% | +7.1% |
| Q3 2020 | $287,000 | +4.4% | 5,939 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $275,000 | +11.8% | 5,939 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $246,000 | -13.7% | 5,939 | 0.0% | 0.02% | +14.3% |
| Q4 2019 | $285,000 | +4.0% | 5,939 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $274,000 | +12.8% | 5,939 | +12.6% | 0.01% | +8.3% |
| Q2 2019 | $243,000 | +3.0% | 5,274 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $236,000 | +7.8% | 5,274 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $219,000 | -8.0% | 5,274 | 0.0% | 0.01% | -21.4% |
| Q3 2018 | $238,000 | +1.7% | 5,274 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $234,000 | -0.4% | 5,274 | 0.0% | 0.02% | -6.2% |
| Q1 2018 | $235,000 | -1.3% | 5,274 | 0.0% | 0.02% | -11.1% |
| Q4 2017 | $238,000 | +0.4% | 5,274 | 0.0% | 0.02% | -14.3% |
| Q3 2017 | $237,000 | -48.0% | 5,274 | -51.0% | 0.02% | -44.7% |
| Q1 2017 | $456,000 | – | 10,769 | – | 0.04% | – |
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% |