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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,491,449 | +7.8% | 52,829 | +2.4% | 0.14% | -10.3% |
| Q3 2022 | $2,311,000 | -2.0% | 51,598 | +5.1% | 0.16% | -8.2% |
| Q2 2022 | $2,357,000 | -6.8% | 49,095 | +4.7% | 0.17% | -8.1% |
| Q1 2022 | $2,530,000 | -2.2% | 46,883 | +3.4% | 0.18% | +4.5% |
| Q4 2021 | $2,588,000 | +11.7% | 45,343 | +8.6% | 0.18% | -6.3% |
| Q3 2021 | $2,316,000 | -10.8% | 41,741 | -9.9% | 0.19% | -10.4% |
| Q2 2021 | $2,597,000 | +5.6% | 46,351 | +0.9% | 0.21% | -11.0% |
| Q1 2021 | $2,460,000 | +19.7% | 45,923 | +16.6% | 0.24% | +17.9% |
| Q4 2020 | $2,055,000 | +13.2% | 39,370 | +5.1% | 0.20% | -13.0% |
| Q3 2020 | $1,815,000 | +6.7% | 37,463 | +2.2% | 0.23% | -2.5% |
| Q2 2020 | $1,701,000 | +16.7% | 36,666 | +4.1% | 0.24% | +15.0% |
| Q1 2020 | $1,458,000 | -48.3% | 35,230 | -40.3% | 0.21% | -39.8% |
| Q4 2019 | $2,822,000 | +1.4% | 59,006 | -2.3% | 0.34% | -8.6% |
| Q3 2019 | $2,783,000 | +6.9% | 60,414 | +6.8% | 0.37% | +1.9% |
| Q2 2019 | $2,604,000 | +4.6% | 56,586 | +1.6% | 0.37% | -1.6% |
| Q1 2019 | $2,490,000 | +13.1% | 55,706 | +4.5% | 0.37% | +7.5% |
| Q4 2018 | $2,202,000 | -3.0% | 53,308 | +6.0% | 0.35% | -1.1% |
| Q3 2018 | $2,269,000 | -5.4% | 50,276 | -7.0% | 0.35% | -14.2% |
| Q2 2018 | $2,399,000 | +3.5% | 54,088 | +4.0% | 0.41% | -2.9% |
| Q1 2018 | $2,317,000 | +6.7% | 51,992 | +7.6% | 0.42% | +2.7% |
| Q4 2017 | $2,171,000 | +2.1% | 48,338 | +1.9% | 0.41% | -6.0% |
| Q3 2017 | $2,127,000 | +14.6% | 47,453 | +11.5% | 0.44% | +5.8% |
| Q2 2017 | $1,856,000 | +13.7% | 42,550 | +10.5% | 0.41% | +1.5% |
| Q1 2017 | $1,633,000 | +7.5% | 38,519 | +2.9% | 0.41% | +10.0% |
| Q4 2016 | $1,519,000 | +4.1% | 37,425 | +5.5% | 0.37% | -2.9% |
| Q3 2016 | $1,459,000 | +6.9% | 35,462 | +4.0% | 0.38% | +2.7% |
| Q2 2016 | $1,365,000 | +19.7% | 34,106 | +18.0% | 0.37% | +14.6% |
| Q1 2016 | $1,140,000 | +4.6% | 28,908 | +3.1% | 0.32% | +1.3% |
| Q4 2015 | $1,090,000 | +15.2% | 28,038 | +13.1% | 0.32% | +3.6% |
| Q3 2015 | $946,000 | +3.1% | 24,795 | +9.5% | 0.31% | +4.8% |
| Q2 2015 | $918,000 | +19.5% | 22,647 | +20.3% | 0.29% | +19.0% |
| Q1 2015 | $768,000 | +70.3% | 18,818 | +67.4% | 0.25% | +75.2% |
| Q4 2014 | $451,000 | +16.8% | 11,238 | +14.9% | 0.14% | +7.6% |
| Q3 2014 | $386,000 | +22.5% | 9,783 | +25.8% | 0.13% | +21.3% |
| Q2 2014 | $315,000 | +38.2% | 7,778 | +33.5% | 0.11% | +27.1% |
| Q1 2014 | $228,000 | -21.4% | 5,826 | -22.6% | 0.08% | -23.4% |
| Q4 2013 | $290,000 | +31.2% | 7,525 | +25.5% | 0.11% | +7.8% |
| Q3 2013 | $221,000 | +2.3% | 5,995 | -1.5% | 0.10% | -13.4% |
| Q2 2013 | $216,000 | – | 6,084 | – | 0.12% | – |
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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% |