ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |