ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,189 | -4.2% | 9,919 | -0.3% | 0.02% | -5.0% |
| Q2 2023 | $511,926 | +43.1% | 9,950 | +39.2% | 0.02% | +33.3% |
| Q1 2023 | $357,714 | +6.1% | 7,150 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $337,194 | +22.6% | 7,150 | +16.3% | 0.02% | +21.4% |
| Q3 2022 | $275,000 | -26.1% | 6,150 | -10.8% | 0.01% | -12.5% |
| Q1 2022 | $372,000 | -6.8% | 6,893 | -1.3% | 0.02% | -5.9% |
| Q4 2021 | $399,000 | +3.1% | 6,984 | +0.1% | 0.02% | -10.5% |
| Q3 2021 | $387,000 | -7.6% | 6,977 | -6.7% | 0.02% | -9.5% |
| Q2 2021 | $419,000 | +5.8% | 7,479 | +1.2% | 0.02% | -8.7% |
| Q1 2021 | $396,000 | +14.1% | 7,388 | +11.0% | 0.02% | -4.2% |
| Q4 2020 | $347,000 | +16.4% | 6,653 | +8.2% | 0.02% | -78.9% |
| Q3 2020 | $298,000 | +4.6% | 6,150 | 0.0% | 0.11% | +356.0% |
| Q2 2020 | $285,000 | – | 6,150 | – | 0.02% | – |
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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% |