ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,880 | -6.9% | 13,881 | -3.1% | 0.21% | -1.9% |
| Q2 2023 | $736,735 | +4.7% | 14,319 | +1.8% | 0.21% | +0.5% |
| Q1 2023 | $703,805 | +9.1% | 14,068 | +2.9% | 0.21% | +4.0% |
| Q4 2022 | $644,906 | +10.2% | 13,675 | +4.7% | 0.20% | +4.7% |
| Q3 2022 | $585,000 | -1.5% | 13,061 | +5.6% | 0.19% | +3.8% |
| Q2 2022 | $594,000 | -11.1% | 12,374 | +0.0% | 0.18% | +3.4% |
| Q1 2022 | $668,000 | +2.6% | 12,371 | +8.5% | 0.18% | +7.8% |
| Q4 2021 | $651,000 | +7.1% | 11,400 | +4.0% | 0.17% | +0.6% |
| Q3 2021 | $608,000 | -0.3% | 10,963 | +0.6% | 0.16% | +0.6% |
| Q2 2021 | $610,000 | +118.6% | 10,900 | +109.3% | 0.16% | +105.0% |
| Q1 2021 | $279,000 | – | 5,209 | – | 0.08% | – |
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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% |