ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |