ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,575,327 | -1.7% | 133,077 | +2.4% | 0.86% | +1.8% |
| Q2 2023 | $6,686,970 | +3.0% | 129,970 | +0.1% | 0.85% | -2.1% |
| Q1 2023 | $6,493,249 | +4.8% | 129,787 | -1.2% | 0.87% | -7.0% |
| Q4 2022 | $6,196,734 | +1.4% | 131,398 | -3.7% | 0.93% | -11.5% |
| Q3 2022 | $6,111,000 | -7.4% | 136,460 | -0.8% | 1.05% | -2.7% |
| Q2 2022 | $6,601,000 | -16.5% | 137,515 | -6.1% | 1.08% | -22.3% |
| Q1 2022 | $7,904,000 | -7.8% | 146,486 | -2.5% | 1.39% | -9.5% |
| Q4 2021 | $8,574,000 | +2.4% | 150,214 | -0.5% | 1.54% | -11.9% |
| Q3 2021 | $8,373,000 | -10.4% | 150,952 | -9.6% | 1.75% | -15.4% |
| Q2 2021 | $9,347,000 | +4.8% | 166,912 | +0.2% | 2.06% | -8.1% |
| Q1 2021 | $8,918,000 | +32.9% | 166,496 | +20.2% | 2.25% | -7.0% |
| Q3 2020 | $6,709,000 | +23.6% | 138,503 | +5.6% | 2.42% | -8.5% |
| Q1 2020 | $5,428,000 | -4.7% | 131,167 | +10.2% | 2.64% | +17.2% |
| Q4 2019 | $5,693,000 | +17.1% | 119,002 | +15.0% | 2.25% | +12.1% |
| Q3 2019 | $4,860,000 | +3.2% | 103,493 | +1.2% | 2.01% | -1.9% |
| Q2 2019 | $4,711,000 | +13.2% | 102,233 | +9.8% | 2.05% | +6.4% |
| Q1 2019 | $4,162,000 | +12.7% | 93,099 | +4.2% | 1.92% | +4.3% |
| Q4 2018 | $3,692,000 | +6.4% | 89,366 | +11.0% | 1.84% | +18.9% |
| Q3 2018 | $3,469,000 | +9.7% | 80,538 | +13.0% | 1.55% | +11.1% |
| Q2 2018 | $3,163,000 | +1.9% | 71,293 | +2.3% | 1.40% | +7.6% |
| Q1 2018 | $3,105,000 | +6.3% | 69,662 | +7.1% | 1.30% | +33.3% |
| Q4 2017 | $2,922,000 | +19.9% | 65,038 | +19.6% | 0.97% | +15.6% |
| Q3 2017 | $2,438,000 | +40.0% | 54,385 | +36.1% | 0.84% | +37.0% |
| Q2 2017 | $1,742,000 | +24.2% | 39,947 | +20.7% | 0.61% | +19.5% |
| Q1 2017 | $1,403,000 | -16.3% | 33,102 | -19.9% | 0.51% | +7.5% |
| Q4 2016 | $1,676,000 | – | 41,310 | – | 0.48% | – |
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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% |