ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $363,000 | -12.9% | 7,570 | -4.8% | 0.03% | +420.0% |
| Q1 2022 | $417,000 | +2.0% | 7,953 | +11.0% | 0.01% | -81.5% |
| Q4 2021 | $409,000 | +4.1% | 7,168 | +1.2% | 0.03% | 0.0% |
| Q3 2021 | $393,000 | +12.3% | 7,084 | +13.5% | 0.03% | +12.5% |
| Q2 2021 | $350,000 | +12.5% | 6,243 | +7.5% | 0.02% | 0.0% |
| Q1 2021 | $311,000 | +10.3% | 5,806 | +7.5% | 0.02% | +4.3% |
| Q4 2020 | $282,000 | +7.6% | 5,402 | -0.1% | 0.02% | -4.2% |
| Q3 2020 | $262,000 | +29.1% | 5,409 | +9.5% | 0.02% | -22.6% |
| Q3 2016 | $203,000 | 0.0% | 4,940 | -4.1% | 0.03% | +82.4% |
| Q1 2016 | $203,000 | +1.5% | 5,153 | 0.0% | 0.02% | -46.9% |
| Q4 2015 | $200,000 | – | 5,153 | – | 0.03% | – |
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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% |