ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 322 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $341,000 | -30.8% | 5,971 | -32.9% | 0.06% | -35.4% |
| Q3 2021 | $493,000 | 0.0% | 8,893 | +1.0% | 0.10% | -4.8% |
| Q2 2021 | $493,000 | +5.6% | 8,809 | +1.0% | 0.10% | -1.0% |
| Q1 2021 | $467,000 | +2.2% | 8,725 | -0.3% | 0.10% | 0.0% |
| Q4 2020 | $457,000 | +8.6% | 8,752 | +0.6% | 0.10% | -4.5% |
| Q3 2020 | $421,000 | -3.2% | 8,698 | -7.3% | 0.11% | -8.3% |
| Q2 2020 | $435,000 | +14.2% | 9,381 | +1.9% | 0.12% | -4.8% |
| Q1 2020 | $381,000 | -21.3% | 9,206 | -8.9% | 0.13% | -7.4% |
| Q4 2019 | $484,000 | +30.8% | 10,108 | +25.9% | 0.14% | +21.4% |
| Q3 2019 | $370,000 | +0.8% | 8,028 | +0.8% | 0.11% | -2.6% |
| Q2 2019 | $367,000 | +3.4% | 7,964 | +0.2% | 0.12% | +1.8% |
| Q1 2019 | $355,000 | – | 7,949 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 532,907 | $30,418,000 | 8.34% |
| Strategic Wealth Partners Group, LLC | 648,327 | $37,007,000 | 6.42% |
| IronBridge Private Wealth, LLC | 115,062 | $6,568,000 | 3.42% |
| Fort Henry Capital, LLC | 68,393 | $3,904,000 | 3.26% |
| Consilium Wealth Advisory, LLC | 87,332 | $4,985,000 | 3.23% |
| Weaver Consulting Group | 93,048 | $5,311,000 | 2.56% |
| Madrona Financial Services, LLC | 83,265 | $4,753,000 | 2.01% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 1.86% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 64,334 | $3,672,000 | 1.71% |
| Integrity Financial Corp /WA | 37,877 | $2,162,000 | 1.60% |