ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 258 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $340 | -99.9% | 7,203 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $305,000 | -1.9% | 6,821 | +5.3% | 0.01% | +10.0% |
| Q2 2022 | $311,000 | -6.6% | 6,478 | +4.9% | 0.01% | 0.0% |
| Q1 2022 | $333,000 | -0.6% | 6,173 | +5.3% | 0.01% | 0.0% |
| Q4 2021 | $335,000 | -1.5% | 5,861 | -4.5% | 0.01% | -9.1% |
| Q3 2021 | $340,000 | +0.3% | 6,135 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $339,000 | +32.4% | 6,058 | +26.6% | 0.01% | +22.2% |
| Q1 2021 | $256,000 | -5.5% | 4,785 | -7.9% | 0.01% | -18.2% |
| Q4 2020 | $271,000 | -22.3% | 5,195 | -28.0% | 0.01% | -31.2% |
| Q4 2019 | $349,000 | +4.2% | 7,216 | -0.9% | 0.02% | -5.9% |
| Q3 2019 | $335,000 | -2.3% | 7,282 | -2.4% | 0.02% | -5.6% |
| Q2 2019 | $343,000 | +5.5% | 7,464 | +2.5% | 0.02% | -5.3% |
| Q1 2019 | $325,000 | +22.6% | 7,280 | +13.4% | 0.02% | +11.8% |
| Q4 2018 | $265,000 | – | 6,421 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |