ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $573,394 | -8.5% | 10,181 | -9.6% | 0.09% | -11.4% |
Q1 2024 | $626,956 | +2.7% | 11,262 | -1.8% | 0.10% | -6.2% |
Q4 2023 | $610,268 | -21.8% | 11,473 | -27.4% | 0.11% | -28.2% |
Q3 2023 | $780,746 | -6.4% | 15,801 | -1.8% | 0.16% | -1.3% |
Q2 2023 | $833,923 | +4.4% | 16,083 | +0.3% | 0.16% | -5.4% |
Q1 2023 | $798,943 | +9.8% | 16,033 | +4.0% | 0.17% | 0.0% |
Q4 2022 | $727,319 | +5.4% | 15,422 | +0.1% | 0.17% | -6.2% |
Q3 2022 | $690,000 | -8.7% | 15,400 | -2.2% | 0.18% | -6.3% |
Q2 2022 | $756,000 | -8.3% | 15,740 | +2.4% | 0.19% | +3.3% |
Q1 2022 | $824,000 | -11.0% | 15,370 | -5.2% | 0.18% | -13.2% |
Q4 2021 | $926,000 | +1.6% | 16,214 | -1.3% | 0.21% | -1.4% |
Q3 2021 | $911,000 | -3.3% | 16,420 | -2.3% | 0.22% | -8.9% |
Q2 2021 | $942,000 | -10.9% | 16,815 | -12.5% | 0.24% | -16.0% |
Q1 2021 | $1,057,000 | -4.8% | 19,224 | -8.1% | 0.28% | +10.2% |
Q4 2020 | $1,110,000 | +5.9% | 20,925 | -3.3% | 0.26% | -9.3% |
Q3 2020 | $1,048,000 | +1.3% | 21,636 | -3.0% | 0.28% | -8.8% |
Q2 2020 | $1,035,000 | +10.9% | 22,304 | -1.1% | 0.31% | -15.4% |
Q1 2020 | $933,000 | -0.3% | 22,547 | +15.3% | 0.36% | +12.7% |
Q4 2019 | $936,000 | +2.7% | 19,556 | -1.1% | 0.32% | -5.0% |
Q3 2019 | $911,000 | -4.4% | 19,773 | -4.5% | 0.34% | -2.0% |
Q2 2019 | $953,000 | +3.9% | 20,709 | +1.0% | 0.35% | +2.7% |
Q1 2019 | $917,000 | +19.7% | 20,507 | +10.6% | 0.34% | +9.7% |
Q4 2018 | $766,000 | -13.8% | 18,547 | -5.8% | 0.31% | -4.6% |
Q3 2018 | $889,000 | -2.1% | 19,690 | -3.8% | 0.32% | +0.9% |
Q2 2018 | $908,000 | -12.3% | 20,465 | -8.5% | 0.32% | -25.8% |
Q1 2018 | $1,035,000 | +13.9% | 22,355 | +10.5% | 0.43% | +27.5% |
Q4 2017 | $909,000 | -11.1% | 20,228 | -11.3% | 0.34% | -12.0% |
Q3 2017 | $1,023,000 | +12.2% | 22,803 | +9.0% | 0.38% | +6.7% |
Q2 2017 | $912,000 | -2.0% | 20,912 | -4.8% | 0.36% | +2.6% |
Q1 2017 | $931,000 | +15.8% | 21,964 | +10.7% | 0.35% | +3.5% |
Q4 2016 | $804,000 | +1.1% | 19,834 | +2.6% | 0.34% | +3.4% |
Q3 2016 | $795,000 | +8.0% | 19,334 | +5.2% | 0.33% | -15.2% |
Q2 2016 | $736,000 | -99.9% | 18,387 | -9.8% | 0.39% | +4.0% |
Q1 2016 | $793,309,000 | +108275.5% | 20,386 | +8.3% | 0.37% | +11.7% |
Q4 2015 | $732,000 | +19.0% | 18,823 | +16.7% | 0.33% | -27.6% |
Q3 2015 | $615,000 | -1.0% | 16,127 | +5.3% | 0.46% | +3.8% |
Q2 2015 | $621,000 | -99.9% | 15,310 | +26.4% | 0.44% | +30.3% |
Q1 2015 | $494,330,000 | +110488.4% | 12,110 | +8.8% | 0.34% | +3.3% |
Q4 2014 | $447,000 | +39.3% | 11,130 | +36.6% | 0.33% | +29.0% |
Q3 2014 | $321,000 | -99.8% | 8,145 | +109.2% | 0.26% | +109.0% |
Q2 2014 | $157,590,000 | +60.9% | 3,894 | +55.6% | 0.12% | +48.8% |
Q1 2014 | $97,968,000 | – | 2,503 | – | 0.08% | – |
Download |
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% |