ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,205,914 | -13.3% | 24,406 | -9.7% | 0.01% | 0.0% |
| Q2 2023 | $1,391,089 | +7.5% | 27,038 | +4.5% | 0.01% | -16.7% |
| Q1 2023 | $1,294,557 | +33.8% | 25,876 | +26.2% | 0.01% | +20.0% |
| Q4 2022 | $967,362 | +19.7% | 20,512 | +13.7% | 0.01% | 0.0% |
| Q3 2022 | $808,000 | +93.8% | 18,043 | +107.5% | 0.01% | +66.7% |
| Q2 2022 | $417,000 | +8.3% | 8,697 | +21.9% | 0.00% | +50.0% |
| Q1 2022 | $385,000 | -35.0% | 7,132 | -31.2% | 0.00% | -50.0% |
| Q4 2021 | $592,000 | +6.7% | 10,367 | +3.6% | 0.00% | -20.0% |
| Q3 2021 | $555,000 | +16.8% | 10,006 | +18.0% | 0.01% | +25.0% |
| Q2 2021 | $475,000 | +7.2% | 8,479 | +2.5% | 0.00% | -20.0% |
| Q1 2021 | $443,000 | -23.1% | 8,276 | -25.0% | 0.01% | -37.5% |
| Q4 2020 | $576,000 | +161.8% | 11,040 | +143.9% | 0.01% | +100.0% |
| Q3 2020 | $220,000 | -64.1% | 4,526 | -65.7% | 0.00% | -60.0% |
| Q2 2020 | $613,000 | +49.5% | 13,201 | +30.3% | 0.01% | +11.1% |
| Q1 2020 | $410,000 | -85.2% | 10,129 | -82.4% | 0.01% | -79.5% |
| Q4 2019 | $2,770,000 | +5.0% | 57,555 | +0.5% | 0.04% | -52.7% |
| Q3 2019 | $2,637,000 | +7.5% | 57,246 | +7.4% | 0.09% | +2.2% |
| Q2 2019 | $2,453,000 | +1.7% | 53,304 | -1.3% | 0.09% | -7.1% |
| Q1 2019 | $2,413,000 | +162.0% | 53,990 | +143.4% | 0.10% | +100.0% |
| Q4 2018 | $921,000 | – | 22,179 | – | 0.05% | – |
Download | ||||||
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% |