ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 205 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $252,257 | -94.0% | 4,479 | -94.0% | 0.00% | -100.0% |
| Q1 2024 | $4,175,417 | +17.6% | 75,003 | +12.3% | 0.00% | 0.0% |
| Q4 2023 | $3,551,390 | +4.0% | 66,768 | -3.4% | 0.00% | 0.0% |
| Q3 2023 | $3,415,071 | +46.4% | 69,117 | +52.4% | 0.00% | 0.0% |
| Q2 2023 | $2,332,692 | -53.5% | 45,339 | -54.8% | 0.00% | -50.0% |
| Q1 2023 | $5,014,557 | +80.9% | 100,231 | +70.5% | 0.00% | +100.0% |
| Q4 2022 | $2,772,678 | +23.3% | 58,793 | +17.1% | 0.00% | 0.0% |
| Q3 2022 | $2,249,000 | +548.1% | 50,223 | +593.9% | 0.00% | – |
| Q2 2022 | $347,000 | -94.4% | 7,238 | -93.7% | 0.00% | -100.0% |
| Q1 2022 | $6,206,000 | +252.0% | 115,020 | +261.9% | 0.00% | +100.0% |
| Q3 2021 | $1,763,000 | +151.5% | 31,780 | +153.9% | 0.00% | – |
| Q2 2021 | $701,000 | -11.5% | 12,519 | -23.4% | 0.00% | – |
| Q3 2020 | $792,000 | -78.6% | 16,352 | -79.5% | 0.00% | -100.0% |
| Q2 2020 | $3,703,000 | +82.3% | 79,832 | +81.0% | 0.00% | 0.0% |
| Q3 2019 | $2,031,000 | +72.4% | 44,096 | +72.3% | 0.00% | +50.0% |
| Q2 2019 | $1,178,000 | +10.7% | 25,593 | +7.5% | 0.00% | 0.0% |
| Q1 2019 | $1,064,000 | -76.3% | 23,799 | -76.0% | 0.00% | -77.8% |
| Q3 2018 | $4,481,000 | +53.2% | 99,285 | +50.6% | 0.01% | +28.6% |
| Q2 2018 | $2,924,000 | +188.9% | 65,905 | +190.2% | 0.01% | +133.3% |
| Q1 2018 | $1,012,000 | +76.9% | 22,710 | +73.3% | 0.00% | +50.0% |
| Q2 2017 | $572,000 | +96.6% | 13,107 | +90.8% | 0.00% | +100.0% |
| Q1 2017 | $291,000 | -85.7% | 6,868 | -86.2% | 0.00% | -90.0% |
| Q3 2016 | $2,042,000 | -47.0% | 49,630 | -48.4% | 0.01% | -47.4% |
| Q2 2016 | $3,852,000 | -68.5% | 96,221 | -69.0% | 0.02% | -72.5% |
| Q1 2016 | $12,241,000 | +633.9% | 310,289 | +609.8% | 0.07% | +590.0% |
| Q3 2015 | $1,668,000 | +144.6% | 43,718 | +159.7% | 0.01% | +150.0% |
| Q2 2015 | $682,000 | +61.6% | 16,832 | +62.9% | 0.00% | +33.3% |
| Q1 2015 | $422,000 | – | 10,330 | – | 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% |