ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 281 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $279,647 | +1.2% | 4,965 | 0.0% | 0.04% | 0.0% |
| Q1 2024 | $276,419 | +4.7% | 4,965 | 0.0% | 0.04% | -5.0% |
| Q4 2023 | $264,105 | +7.5% | 4,965 | -0.2% | 0.04% | -2.4% |
| Q3 2023 | $245,764 | -3.5% | 4,974 | +0.5% | 0.04% | +2.5% |
| Q2 2023 | $254,612 | +2.7% | 4,949 | -0.1% | 0.04% | -4.8% |
| Q1 2023 | $247,922 | +5.9% | 4,955 | -0.2% | 0.04% | 0.0% |
| Q4 2022 | $234,177 | +22.0% | 4,966 | +47.4% | 0.04% | +44.8% |
| Q4 2021 | $192,000 | +772.7% | 3,369 | +587.6% | 0.03% | +625.0% |
| Q3 2018 | $22,000 | 0.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | 0.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $22,000 | – | 490 | – | 0.00% | – |
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% |