ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272 | -2.2% | 5,506 | +1.8% | 0.04% | -2.4% |
| Q2 2023 | $278 | +4.9% | 5,408 | +2.1% | 0.04% | -2.3% |
| Q1 2023 | $265 | +2.3% | 5,299 | -3.5% | 0.04% | -2.3% |
| Q4 2022 | $259 | -99.9% | 5,489 | +2.2% | 0.04% | -2.2% |
| Q3 2022 | $240,000 | -4.8% | 5,369 | +2.8% | 0.04% | +4.7% |
| Q2 2022 | $252,000 | -4.5% | 5,224 | +7.2% | 0.04% | +10.3% |
| Q1 2022 | $264,000 | +5.6% | 4,875 | +12.1% | 0.04% | +2.6% |
| Q4 2021 | $250,000 | -4.2% | 4,350 | -7.0% | 0.04% | -5.0% |
| Q3 2021 | $261,000 | +2.4% | 4,676 | +2.8% | 0.04% | 0.0% |
| Q2 2021 | $255,000 | +7.1% | 4,548 | +2.2% | 0.04% | -2.4% |
| Q1 2021 | $238,000 | +15.0% | 4,450 | +12.0% | 0.04% | +7.9% |
| Q4 2020 | $207,000 | +9.5% | 3,974 | +2.2% | 0.04% | 0.0% |
| Q3 2020 | $189,000 | +7.4% | 3,888 | +2.4% | 0.04% | -2.6% |
| Q2 2020 | $176,000 | +18.9% | 3,797 | +3.5% | 0.04% | 0.0% |
| Q1 2020 | $148,000 | -4.5% | 3,668 | +12.9% | 0.04% | +34.5% |
| Q4 2019 | $155,000 | +1.3% | 3,248 | -3.0% | 0.03% | 0.0% |
| Q3 2019 | $153,000 | +2.0% | 3,348 | +2.4% | 0.03% | -3.3% |
| Q2 2019 | $150,000 | +4.2% | 3,270 | +1.5% | 0.03% | +11.1% |
| Q1 2019 | $144,000 | +17.1% | 3,221 | +8.4% | 0.03% | 0.0% |
| Q4 2018 | $123,000 | -31.3% | 2,972 | -25.1% | 0.03% | -20.6% |
| Q3 2018 | $179,000 | +14.7% | 3,966 | +12.5% | 0.03% | +3.0% |
| Q2 2018 | $156,000 | +15.6% | 3,524 | +14.6% | 0.03% | +10.0% |
| Q1 2018 | $135,000 | +10.7% | 3,075 | +12.9% | 0.03% | +11.1% |
| Q4 2017 | $122,000 | +5.2% | 2,723 | +5.4% | 0.03% | -3.6% |
| Q3 2017 | $116,000 | -0.9% | 2,583 | -3.8% | 0.03% | -9.7% |
| Q2 2017 | $117,000 | +12.5% | 2,685 | +9.6% | 0.03% | -3.1% |
| Q1 2017 | $104,000 | +5.1% | 2,449 | +0.9% | 0.03% | -11.1% |
| Q4 2016 | $99,000 | +1.0% | 2,428 | +2.4% | 0.04% | +5.9% |
| Q3 2016 | $98,000 | +5.4% | 2,370 | +1.5% | 0.03% | +3.0% |
| Q2 2016 | $93,000 | +3.3% | 2,335 | +1.8% | 0.03% | -2.9% |
| Q1 2016 | $90,000 | +18.4% | 2,293 | +16.9% | 0.03% | +21.4% |
| Q4 2015 | $76,000 | +4.1% | 1,961 | +2.6% | 0.03% | -6.7% |
| Q3 2015 | $73,000 | -3.9% | 1,912 | +2.5% | 0.03% | 0.0% |
| Q2 2015 | $76,000 | -3.8% | 1,866 | -3.4% | 0.03% | -3.2% |
| Q1 2015 | $79,000 | +5.3% | 1,932 | +3.9% | 0.03% | -3.1% |
| Q4 2014 | $75,000 | +4.2% | 1,859 | +2.0% | 0.03% | 0.0% |
| Q3 2014 | $72,000 | -1.4% | 1,822 | +2.1% | 0.03% | -17.9% |
| Q2 2014 | $73,000 | +2.8% | 1,784 | +1.5% | 0.04% | +14.7% |
| Q1 2014 | $71,000 | +10.9% | 1,758 | +5.8% | 0.03% | +3.0% |
| Q4 2013 | $64,000 | – | 1,661 | – | 0.03% | – |
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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% |