ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,581 | +5.1% | 14,503 | +9.4% | 0.06% | +11.8% |
| Q2 2023 | $681,764 | +2.1% | 13,251 | -0.7% | 0.05% | -1.9% |
| Q1 2023 | $667,658 | -5.6% | 13,345 | -11.0% | 0.05% | -13.3% |
| Q4 2022 | $707,509 | +3.1% | 15,002 | -2.1% | 0.06% | -6.2% |
| Q3 2022 | $686,000 | -13.9% | 15,316 | -7.8% | 0.06% | -9.9% |
| Q2 2022 | $797,000 | -9.8% | 16,607 | +1.4% | 0.07% | +2.9% |
| Q1 2022 | $884,000 | -13.4% | 16,375 | -8.4% | 0.07% | -9.2% |
| Q4 2021 | $1,021,000 | 0.0% | 17,882 | -2.9% | 0.08% | -9.5% |
| Q3 2021 | $1,021,000 | +4.9% | 18,414 | +6.0% | 0.08% | +5.0% |
| Q2 2021 | $973,000 | +9.0% | 17,375 | +4.2% | 0.08% | +5.3% |
| Q1 2021 | $893,000 | – | 16,669 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |