ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,331 | +474.1% | 32,632 | +497.8% | 0.02% | +525.0% |
| Q2 2023 | $280,847 | +3.0% | 5,459 | +0.2% | 0.00% | -20.0% |
| Q1 2023 | $272,648 | -2.6% | 5,450 | -8.2% | 0.01% | 0.0% |
| Q4 2022 | $279,974 | -2.8% | 5,937 | -7.7% | 0.01% | -37.5% |
| Q3 2022 | $288,000 | -4.3% | 6,429 | +2.5% | 0.01% | +14.3% |
| Q2 2022 | $301,000 | +32.0% | 6,272 | +48.7% | 0.01% | +40.0% |
| Q1 2022 | $228,000 | +7.5% | 4,217 | -17.8% | 0.01% | -54.5% |
| Q1 2020 | $212,000 | -14.5% | 5,128 | -1.0% | 0.01% | 0.0% |
| Q4 2019 | $248,000 | -53.9% | 5,182 | -55.7% | 0.01% | -54.2% |
| Q3 2019 | $538,000 | -12.8% | 11,700 | -12.2% | 0.02% | -11.1% |
| Q2 2019 | $617,000 | -25.1% | 13,324 | -27.6% | 0.03% | -34.1% |
| Q1 2019 | $824,000 | -2.0% | 18,407 | -9.1% | 0.04% | -16.3% |
| Q4 2018 | $841,000 | -12.6% | 20,252 | -4.9% | 0.05% | +4.3% |
| Q3 2018 | $962,000 | -17.5% | 21,285 | -18.7% | 0.05% | -29.9% |
| Q2 2018 | $1,166,000 | -17.9% | 26,175 | -17.6% | 0.07% | -22.1% |
| Q1 2018 | $1,420,000 | +22.5% | 31,785 | +23.7% | 0.09% | +21.1% |
| Q4 2017 | $1,159,000 | +63.9% | 25,705 | +64.0% | 0.07% | +65.1% |
| Q3 2017 | $707,000 | +15.0% | 15,677 | +10.9% | 0.04% | +10.3% |
| Q2 2017 | $615,000 | +7.7% | 14,130 | +5.4% | 0.04% | +2.6% |
| Q1 2017 | $571,000 | +79.0% | 13,409 | +70.0% | 0.04% | +58.3% |
| Q4 2016 | $319,000 | +8.9% | 7,887 | +1.9% | 0.02% | -14.3% |
| Q3 2015 | $293,000 | -50.6% | 7,740 | -47.1% | 0.03% | -45.1% |
| Q2 2015 | $593,000 | -3.6% | 14,618 | -3.1% | 0.05% | -10.5% |
| Q1 2015 | $615,000 | +11.0% | 15,090 | +9.0% | 0.06% | +5.6% |
| Q4 2014 | $554,000 | +13.3% | 13,842 | +12.0% | 0.05% | +45.9% |
| Q3 2014 | $489,000 | +67.5% | 12,358 | +71.0% | 0.04% | +12.1% |
| Q2 2014 | $292,000 | +2.8% | 7,227 | +0.1% | 0.03% | -15.4% |
| Q1 2014 | $284,000 | +1.8% | 7,222 | +0.1% | 0.04% | -4.9% |
| Q4 2013 | $279,000 | – | 7,215 | – | 0.04% | – |
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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% |