ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |