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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,534,778 | -0.8% | 31,062 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $1,546,839 | +7.8% | 30,065 | +4.8% | 0.01% | -7.1% |
| Q1 2023 | $1,435,267 | +12.3% | 28,688 | +5.8% | 0.01% | 0.0% |
| Q4 2022 | $1,278,373 | +62.0% | 27,107 | +53.9% | 0.01% | +40.0% |
| Q3 2022 | $789,000 | +7.2% | 17,618 | +14.9% | 0.01% | 0.0% |
| Q2 2022 | $736,000 | +45.7% | 15,336 | +63.8% | 0.01% | +66.7% |
| Q1 2022 | $505,000 | +25.9% | 9,362 | +33.2% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +22.3% | 7,027 | +18.7% | 0.01% | +20.0% |
| Q3 2021 | $328,000 | +12.3% | 5,919 | +13.5% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | +18.7% | 5,215 | +13.7% | 0.01% | 0.0% |
| Q1 2021 | $246,000 | -47.0% | 4,588 | -48.4% | 0.01% | -58.3% |
| Q4 2020 | $464,000 | +46300.0% | 8,898 | +27706.2% | 0.01% | – |
| Q1 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | -66.7% | 32 | -44.8% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | -62.5% | 58 | -69.6% | 0.00% | -100.0% |
| Q1 2017 | $8,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $8,000 | 0.0% | 191 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | -38.5% | 191 | -41.2% | 0.00% | -50.0% |
| Q1 2016 | $13,000 | 0.0% | 325 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $13,000 | +8.3% | 325 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $12,000 | -7.7% | 325 | 0.0% | 0.00% | -20.0% |
| Q2 2015 | $13,000 | +85.7% | 325 | +95.8% | 0.01% | +66.7% |
| Q1 2015 | $7,000 | – | 166 | – | 0.00% | – |
Download | ||||||
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% |