ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 317 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,663,962 | -1.1% | 29,404 | -2.7% | 0.01% | -8.3% |
Q1 2024 | $1,682,599 | -0.3% | 30,224 | -4.7% | 0.01% | -7.7% |
Q4 2023 | $1,687,741 | +10.0% | 31,730 | +2.2% | 0.01% | 0.0% |
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |