ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |