ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,293,882 | +10.1% | 208,336 | +14.6% | 0.00% | +33.3% |
| Q2 2023 | $9,350,678 | +11.7% | 181,743 | +8.6% | 0.00% | 0.0% |
| Q1 2023 | $8,374,472 | -53.6% | 167,389 | -56.3% | 0.00% | -57.1% |
| Q4 2022 | $18,066,949 | +136.4% | 383,099 | +124.5% | 0.01% | +133.3% |
| Q3 2022 | $7,641,000 | +4.3% | 170,638 | +11.8% | 0.00% | 0.0% |
| Q2 2022 | $7,328,000 | -30.8% | 152,671 | -22.2% | 0.00% | -25.0% |
| Q1 2022 | $10,590,000 | -66.9% | 196,264 | -65.0% | 0.00% | -55.6% |
| Q4 2021 | $32,038,000 | +259.3% | 561,292 | +249.2% | 0.01% | +200.0% |
| Q3 2021 | $8,916,000 | -2.9% | 160,740 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $9,178,000 | -4.1% | 163,896 | -8.3% | 0.00% | 0.0% |
| Q1 2021 | $9,571,000 | +3.9% | 178,685 | +1.3% | 0.00% | 0.0% |
| Q4 2020 | $9,210,000 | +3.2% | 176,433 | -4.3% | 0.00% | 0.0% |
| Q3 2020 | $8,926,000 | +3.5% | 184,268 | -0.9% | 0.00% | -25.0% |
| Q2 2020 | $8,628,000 | -11.2% | 185,993 | -20.8% | 0.00% | -20.0% |
| Q1 2020 | $9,716,000 | -5.3% | 234,804 | +9.5% | 0.01% | +25.0% |
| Q4 2019 | $10,261,000 | +5.8% | 214,478 | +1.8% | 0.00% | 0.0% |
| Q3 2019 | $9,702,000 | -4.3% | 210,646 | -4.4% | 0.00% | 0.0% |
| Q2 2019 | $10,143,000 | +2.3% | 220,405 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $9,918,000 | -27.8% | 221,872 | -33.3% | 0.00% | -33.3% |
| Q4 2018 | $13,744,000 | -2.4% | 332,707 | +6.6% | 0.01% | 0.0% |
| Q3 2018 | $14,087,000 | -11.6% | 312,136 | -13.1% | 0.01% | -14.3% |
| Q2 2018 | $15,929,000 | -2.1% | 359,085 | -1.6% | 0.01% | 0.0% |
| Q1 2018 | $16,273,000 | -0.5% | 365,107 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $16,351,000 | +3.5% | 364,009 | +3.3% | 0.01% | 0.0% |
| Q3 2017 | $15,793,000 | +3.7% | 352,279 | +0.8% | 0.01% | -12.5% |
| Q2 2017 | $15,235,000 | +3.4% | 349,345 | +0.5% | 0.01% | 0.0% |
| Q1 2017 | $14,736,000 | +2.2% | 347,618 | -2.1% | 0.01% | 0.0% |
| Q4 2016 | $14,412,000 | -1.2% | 355,160 | +0.2% | 0.01% | -11.1% |
| Q3 2016 | $14,585,000 | -0.2% | 354,430 | -2.9% | 0.01% | 0.0% |
| Q2 2016 | $14,608,000 | +3.5% | 364,937 | +2.0% | 0.01% | 0.0% |
| Q1 2016 | $14,118,000 | -26.7% | 357,865 | -27.7% | 0.01% | -25.0% |
| Q4 2015 | $19,248,000 | +6.9% | 495,069 | +4.9% | 0.01% | -7.7% |
| Q3 2015 | $18,006,000 | +38.1% | 471,858 | +46.7% | 0.01% | +44.4% |
| Q2 2015 | $13,036,000 | +23.4% | 321,549 | +24.3% | 0.01% | +28.6% |
| Q1 2015 | $10,562,000 | +22.9% | 258,756 | +20.8% | 0.01% | +16.7% |
| Q4 2014 | $8,593,000 | – | 214,185 | – | 0.01% | – |
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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% |