ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,935,971 | -8.5% | 79,659 | -4.8% | 0.77% | -7.1% |
Q2 2023 | $4,303,762 | -19.6% | 83,649 | -21.8% | 0.83% | -15.2% |
Q1 2023 | $5,350,729 | -16.1% | 106,950 | -20.9% | 0.98% | -16.3% |
Q4 2022 | $6,376,381 | +81.0% | 135,207 | +71.9% | 1.17% | +54.7% |
Q3 2022 | $3,523,000 | -4.4% | 78,666 | +2.4% | 0.76% | +0.5% |
Q2 2022 | $3,687,000 | -11.4% | 76,815 | -0.4% | 0.75% | +5.3% |
Q1 2022 | $4,160,000 | -7.5% | 77,100 | -2.1% | 0.72% | -1.7% |
Q4 2021 | $4,496,000 | +4.2% | 78,758 | +1.3% | 0.73% | -11.8% |
Q3 2021 | $4,314,000 | +1.3% | 77,776 | +2.3% | 0.82% | -15.0% |
Q2 2021 | $4,257,000 | +1.1% | 76,010 | -3.3% | 0.97% | -4.8% |
Q1 2021 | $4,209,000 | -7.6% | 78,579 | -7.0% | 1.02% | -5.9% |
Q4 2020 | $4,557,000 | +9.4% | 84,467 | -1.8% | 1.08% | -8.3% |
Q3 2020 | $4,166,000 | +6.3% | 86,002 | +1.8% | 1.18% | +3.5% |
Q2 2020 | $3,920,000 | +14.9% | 84,498 | +2.5% | 1.14% | -1.0% |
Q1 2020 | $3,411,000 | -13.6% | 82,431 | -0.1% | 1.15% | +11.3% |
Q4 2019 | $3,948,000 | +4.8% | 82,527 | +0.9% | 1.04% | -3.1% |
Q3 2019 | $3,768,000 | +0.1% | 81,800 | -1.9% | 1.07% | -1.8% |
Q2 2019 | $3,766,000 | +3.5% | 83,364 | +2.4% | 1.09% | -41.0% |
Q1 2019 | $3,638,000 | +0.6% | 81,381 | -2.7% | 1.84% | -4.4% |
Q4 2018 | $3,616,000 | +6.2% | 83,606 | +3.5% | 1.93% | +11.8% |
Q3 2018 | $3,404,000 | -9.3% | 80,747 | -4.5% | 1.72% | -8.9% |
Q2 2018 | $3,751,000 | -1.1% | 84,564 | -0.6% | 1.89% | +11.1% |
Q1 2018 | $3,791,000 | -3.7% | 85,068 | -2.9% | 1.70% | +6.2% |
Q4 2017 | $3,935,000 | -0.9% | 87,604 | -0.8% | 1.60% | -7.2% |
Q3 2017 | $3,969,000 | +0.4% | 88,329 | -1.2% | 1.73% | -1.5% |
Q2 2017 | $3,955,000 | -0.4% | 89,404 | -3.1% | 1.76% | +6.9% |
Q1 2017 | $3,969,000 | +9.2% | 92,271 | +3.0% | 1.64% | +5.6% |
Q4 2016 | $3,634,000 | -3.1% | 89,544 | -1.8% | 1.56% | -5.9% |
Q3 2016 | $3,751,000 | +22.6% | 91,146 | +19.2% | 1.65% | +20.7% |
Q2 2016 | $3,060,000 | – | 76,450 | – | 1.37% | – |
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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% |