ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $788 | -95.7% | 14 | -95.7% | 0.00% | – |
| Q1 2024 | $18,260 | +2351.0% | 328 | +2242.9% | 0.00% | – |
| Q4 2023 | $745 | +7.7% | 14 | 0.0% | 0.00% | – |
| Q3 2023 | $692 | -91.7% | 14 | -91.4% | 0.00% | – |
| Q2 2023 | $8,335 | +118971.4% | 162 | +23.7% | 0.00% | – |
| Q1 2023 | $7 | 0.0% | 131 | -11.5% | 0.00% | – |
| Q4 2022 | $7 | -99.3% | 148 | +377.4% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 31 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 31 | -3.1% | 0.00% | – |
| Q4 2021 | $2,000 | – | 32 | +433.3% | 0.00% | – |
| Q3 2021 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 6 | -98.0% | 0.00% | – |
| Q4 2020 | $16,000 | +166.7% | 304 | +108.2% | 0.00% | -100.0% |
| Q2 2016 | $6,000 | +20.0% | 146 | +15.9% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | – | 126 | – | 0.00% | – |
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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% |