ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 191 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $301,000 | -2.6% | 5,382 | -6.7% | 0.03% | -9.7% |
| Q1 2021 | $309,000 | +2.7% | 5,770 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $301,000 | +7.9% | 5,770 | 0.0% | 0.03% | -3.0% |
| Q3 2020 | $279,000 | +11.6% | 5,770 | +6.9% | 0.03% | +3.1% |
| Q2 2020 | $250,000 | -26.3% | 5,397 | -34.1% | 0.03% | -41.8% |
| Q1 2020 | $339,000 | -11.7% | 8,184 | +2.0% | 0.06% | +7.8% |
| Q4 2019 | $384,000 | +50.6% | 8,022 | +45.0% | 0.05% | +34.2% |
| Q3 2019 | $255,000 | +1.6% | 5,531 | +1.3% | 0.04% | +5.6% |
| Q2 2019 | $251,000 | – | 5,460 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |