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 | $523,795 | -6.0% | 10,601 | -2.1% | 0.34% | +21.6% |
| Q2 2023 | $557,306 | +16.0% | 10,832 | +12.8% | 0.28% | -22.8% |
| Q1 2023 | $480,288 | +7.3% | 9,600 | +1.1% | 0.36% | -20.4% |
| Q4 2022 | $447,643 | +13.9% | 9,492 | +8.1% | 0.45% | -2.2% |
| Q3 2022 | $393,000 | -21.6% | 8,783 | -15.9% | 0.46% | -7.0% |
| Q2 2022 | $501,000 | -15.4% | 10,441 | -4.8% | 0.50% | +75.6% |
| Q1 2022 | $592,000 | -4.2% | 10,973 | +1.3% | 0.28% | -19.1% |
| Q4 2021 | $618,000 | +2.0% | 10,830 | -0.9% | 0.35% | -14.2% |
| Q3 2021 | $606,000 | -6.8% | 10,927 | -5.9% | 0.41% | +1.5% |
| Q2 2021 | $650,000 | -6.2% | 11,615 | -10.2% | 0.40% | -19.0% |
| Q1 2021 | $693,000 | +14.2% | 12,930 | +11.2% | 0.50% | -2.9% |
| Q4 2020 | $607,000 | +24.6% | 11,631 | +15.7% | 0.51% | -13.5% |
| Q3 2020 | $487,000 | +1.7% | 10,054 | -2.7% | 0.59% | -11.8% |
| Q2 2020 | $479,000 | +195.7% | 10,333 | +194.1% | 0.67% | +110.7% |
| Q2 2019 | $162,000 | -8.0% | 3,513 | -10.7% | 0.32% | -5.4% |
| Q1 2019 | $176,000 | +5.4% | 3,935 | -2.9% | 0.34% | +69.7% |
| Q4 2018 | $167,000 | -4.0% | 4,053 | +4.9% | 0.20% | +0.5% |
| Q3 2018 | $174,000 | -13.4% | 3,865 | -14.7% | 0.20% | -6.6% |
| Q2 2018 | $201,000 | +2.6% | 4,533 | +3.3% | 0.21% | +3.9% |
| Q1 2018 | $196,000 | -21.3% | 4,388 | -20.9% | 0.20% | -31.9% |
| Q4 2017 | $249,000 | – | 5,547 | – | 0.30% | – |
Download | ||||||
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% |