ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 282 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485,085 | +2.0% | 8,613 | +0.8% | 0.01% | 0.0% |
| Q1 2024 | $475,589 | +21.4% | 8,543 | +16.0% | 0.01% | +16.7% |
| Q4 2023 | $391,692 | +51.3% | 7,364 | +40.6% | 0.01% | +20.0% |
| Q3 2023 | $258,810 | -2.8% | 5,238 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $266,254 | +29.9% | 5,175 | +21.1% | 0.01% | -50.0% |
| Q2 2022 | $205,000 | -28.8% | 4,274 | -19.9% | 0.01% | -23.1% |
| Q1 2022 | $288,000 | +31.5% | 5,333 | +39.3% | 0.01% | +62.5% |
| Q4 2021 | $219,000 | – | 3,829 | – | 0.01% | – |
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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% |