ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,134,126 | +2.3% | 20,137 | +1.1% | 0.04% | -2.7% |
| Q1 2024 | $1,108,976 | -80.0% | 19,921 | -81.2% | 0.04% | -82.1% |
| Q4 2023 | $5,557,692 | +459.8% | 105,982 | +427.5% | 0.21% | +340.4% |
| Q3 2023 | $992,753 | +7.4% | 20,092 | +11.8% | 0.05% | -2.1% |
| Q2 2023 | $924,721 | +16.1% | 17,973 | +12.9% | 0.05% | +2.1% |
| Q1 2023 | $796,301 | +10.2% | 15,916 | +3.9% | 0.05% | -4.1% |
| Q4 2022 | $722,370 | +2.5% | 15,317 | -2.6% | 0.05% | -9.3% |
| Q3 2022 | $705,000 | +0.3% | 15,733 | +7.5% | 0.05% | 0.0% |
| Q2 2022 | $703,000 | -24.5% | 14,636 | -15.2% | 0.05% | -16.9% |
| Q1 2022 | $931,000 | -15.4% | 17,255 | -10.5% | 0.06% | -17.7% |
| Q4 2021 | $1,100,000 | +4.0% | 19,278 | +1.1% | 0.08% | -1.2% |
| Q3 2021 | $1,058,000 | -4.3% | 19,068 | -3.5% | 0.08% | -9.1% |
| Q2 2021 | $1,106,000 | -13.3% | 19,758 | -17.0% | 0.09% | -25.4% |
| Q1 2021 | $1,275,000 | +3.5% | 23,809 | +0.9% | 0.12% | +2.6% |
| Q4 2020 | $1,232,000 | +506.9% | 23,601 | +456.6% | 0.12% | +310.7% |
| Q4 2019 | $203,000 | -60.3% | 4,240 | -61.8% | 0.03% | -64.6% |
| Q3 2019 | $511,000 | +2.2% | 11,101 | +2.1% | 0.08% | -1.2% |
| Q2 2019 | $500,000 | +9.2% | 10,870 | +6.0% | 0.08% | -7.0% |
| Q1 2019 | $458,000 | +4.1% | 10,251 | 0.0% | 0.09% | -7.5% |
| Q4 2018 | $440,000 | -48.7% | 10,251 | -46.1% | 0.09% | -47.8% |
| Q3 2018 | $858,000 | -31.5% | 19,021 | -32.6% | 0.18% | -37.3% |
| Q2 2018 | $1,252,000 | -8.6% | 28,227 | -8.1% | 0.28% | -19.3% |
| Q1 2018 | $1,370,000 | – | 30,727 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |