ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 317 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $313 | -1.9% | 5,562 | -2.9% | 0.02% | 0.0% |
| Q1 2024 | $319 | +4.9% | 5,729 | +0.1% | 0.02% | 0.0% |
| Q4 2023 | $304 | +23.1% | 5,721 | +14.7% | 0.02% | +10.5% |
| Q3 2023 | $247 | -16.3% | 4,989 | -12.9% | 0.02% | -24.0% |
| Q2 2023 | $295 | +4.2% | 5,725 | +1.2% | 0.02% | -7.4% |
| Q1 2023 | $283 | +15.5% | 5,657 | +9.0% | 0.03% | -3.6% |
| Q4 2022 | $245 | -99.9% | 5,191 | -8.8% | 0.03% | -9.7% |
| Q3 2022 | $255,000 | -3.4% | 5,695 | +3.4% | 0.03% | -3.1% |
| Q2 2022 | $264,000 | -2.9% | 5,506 | +9.3% | 0.03% | +10.3% |
| Q1 2022 | $272,000 | +11.0% | 5,039 | +17.5% | 0.03% | +7.4% |
| Q4 2021 | $245,000 | -0.8% | 4,287 | -3.8% | 0.03% | -27.0% |
| Q3 2021 | $247,000 | +5.1% | 4,457 | +6.1% | 0.04% | +5.7% |
| Q2 2021 | $235,000 | +5.4% | 4,200 | +1.1% | 0.04% | -2.8% |
| Q1 2021 | $223,000 | -6.3% | 4,156 | -8.8% | 0.04% | 0.0% |
| Q4 2020 | $238,000 | -7.4% | 4,558 | -14.2% | 0.04% | -7.7% |
| Q3 2020 | $257,000 | +4.0% | 5,312 | -0.1% | 0.04% | +5.4% |
| Q2 2020 | $247,000 | -7.1% | 5,316 | -17.4% | 0.04% | -35.1% |
| Q1 2020 | $266,000 | -36.8% | 6,439 | -26.8% | 0.06% | -30.5% |
| Q4 2019 | $421,000 | +25.3% | 8,796 | +20.6% | 0.08% | +12.3% |
| Q2 2019 | $336,000 | +7.0% | 7,291 | +3.8% | 0.07% | -14.1% |
| Q1 2019 | $314,000 | +8.3% | 7,024 | +0.1% | 0.08% | +1.2% |
| Q4 2018 | $290,000 | +11.1% | 7,014 | +21.5% | 0.08% | +21.7% |
| Q3 2018 | $261,000 | +27.3% | 5,773 | +25.0% | 0.07% | +13.1% |
| Q2 2018 | $205,000 | – | 4,617 | – | 0.06% | – |
Download | ||||||
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% |