ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370,015 | -3.8% | 7,488 | +0.1% | 0.02% | 0.0% |
Q2 2023 | $384,754 | +2.9% | 7,478 | +0.1% | 0.02% | -3.8% |
Q1 2023 | $373,862 | +6.1% | 7,472 | 0.0% | 0.03% | -3.7% |
Q4 2022 | $352,415 | +4.9% | 7,472 | -0.5% | 0.03% | -3.6% |
Q3 2022 | $336,000 | -6.7% | 7,509 | +0.1% | 0.03% | -22.2% |
Q2 2022 | $360,000 | -11.1% | 7,505 | -0.0% | 0.04% | +2.9% |
Q1 2022 | $405,000 | -5.6% | 7,506 | -0.2% | 0.04% | 0.0% |
Q4 2021 | $429,000 | -13.2% | 7,519 | -15.7% | 0.04% | -14.6% |
Q3 2021 | $494,000 | -1.0% | 8,922 | +0.1% | 0.04% | -18.0% |
Q2 2021 | $499,000 | +4.6% | 8,917 | +0.0% | 0.05% | -2.0% |
Q1 2021 | $477,000 | -17.3% | 8,915 | -19.4% | 0.05% | -28.2% |
Q4 2020 | $577,000 | +4.3% | 11,054 | -3.2% | 0.07% | -10.1% |
Q3 2020 | $553,000 | +9.7% | 11,419 | +5.0% | 0.08% | 0.0% |
Q2 2020 | $504,000 | +27.3% | 10,876 | +13.6% | 0.08% | +1.3% |
Q1 2020 | $396,000 | -13.5% | 9,578 | 0.0% | 0.08% | +6.8% |
Q4 2019 | $458,000 | -13.7% | 9,578 | -17.1% | 0.07% | -21.5% |
Q3 2019 | $531,000 | +1.1% | 11,549 | +1.2% | 0.09% | -1.1% |
Q2 2019 | $525,000 | +3.1% | 11,412 | +0.1% | 0.09% | -13.0% |
Q1 2019 | $509,000 | +14.9% | 11,402 | +6.3% | 0.11% | +0.9% |
Q4 2018 | $443,000 | -8.5% | 10,727 | +0.1% | 0.11% | +3.9% |
Q3 2018 | $484,000 | +1.9% | 10,719 | +0.2% | 0.10% | -3.7% |
Q2 2018 | $475,000 | +1.9% | 10,702 | +2.3% | 0.11% | -0.9% |
Q1 2018 | $466,000 | -3.1% | 10,466 | -2.3% | 0.11% | 0.0% |
Q4 2017 | $481,000 | -6.6% | 10,708 | -6.8% | 0.11% | -36.1% |
Q3 2017 | $515,000 | +3.0% | 11,488 | +0.1% | 0.17% | -17.2% |
Q2 2017 | $500,000 | +2.9% | 11,474 | +0.1% | 0.20% | +25.9% |
Q1 2017 | $486,000 | +20.3% | 11,467 | +15.1% | 0.16% | +7.3% |
Q4 2016 | $404,000 | +0.7% | 9,965 | +2.3% | 0.15% | -3.8% |
Q3 2016 | $401,000 | -50.1% | 9,737 | -51.9% | 0.16% | -9.8% |
Q2 2016 | $804,000 | +102.5% | 20,242 | +101.0% | 0.17% | -1.1% |
Q1 2016 | $397,000 | +130.8% | 10,070 | +127.7% | 0.18% | +87.2% |
Q4 2015 | $172,000 | +5.5% | 4,422 | +3.5% | 0.09% | -2.1% |
Q3 2015 | $163,000 | -1.2% | 4,271 | +5.0% | 0.10% | -25.6% |
Q2 2015 | $165,000 | +2.5% | 4,068 | +2.9% | 0.13% | +4.0% |
Q1 2015 | $161,000 | +1.9% | 3,955 | +0.2% | 0.12% | -1.6% |
Q4 2014 | $158,000 | +1.9% | 3,946 | +0.2% | 0.13% | -4.5% |
Q3 2014 | $155,000 | +0.6% | 3,939 | +3.8% | 0.13% | +2.3% |
Q2 2014 | $154,000 | +4.1% | 3,794 | +0.1% | 0.13% | +4.0% |
Q1 2014 | $148,000 | – | 3,789 | – | 0.12% | – |
Download |
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% |