ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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% |