ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,305,681 | -4.0% | 66,903 | -0.1% | 1.02% | -2.2% |
| Q2 2023 | $3,444,902 | +2.8% | 66,956 | +0.0% | 1.04% | -0.3% |
| Q1 2023 | $3,349,645 | +6.1% | 66,953 | +0.0% | 1.04% | -1.5% |
| Q4 2022 | $3,157,210 | +319.8% | 66,947 | +298.7% | 1.06% | +250.0% |
| Q3 2022 | $752,000 | -26.8% | 16,790 | -21.6% | 0.30% | -15.4% |
| Q2 2022 | $1,028,000 | -23.0% | 21,421 | -13.4% | 0.36% | -10.8% |
| Q1 2022 | $1,335,000 | -54.0% | 24,735 | -51.3% | 0.40% | -57.8% |
| Q4 2021 | $2,900,000 | +7.2% | 50,810 | +4.2% | 0.95% | +9.7% |
| Q3 2021 | $2,706,000 | -1.0% | 48,785 | +0.0% | 0.86% | -12.6% |
| Q2 2021 | $2,732,000 | +4.6% | 48,781 | +0.0% | 0.99% | +2.5% |
| Q1 2021 | $2,613,000 | +2.1% | 48,779 | -0.5% | 0.96% | +9.2% |
| Q4 2020 | $2,559,000 | +20.3% | 49,023 | +11.6% | 0.88% | +10.8% |
| Q3 2020 | $2,128,000 | +4.4% | 43,928 | +0.0% | 0.80% | -3.6% |
| Q2 2020 | $2,038,000 | +15.3% | 43,923 | +2.8% | 0.83% | +4.0% |
| Q1 2020 | $1,767,000 | +6.9% | 42,706 | +23.6% | 0.79% | +23.1% |
| Q4 2019 | $1,653,000 | -4.9% | 34,550 | -8.5% | 0.64% | -9.8% |
| Q3 2019 | $1,738,000 | +0.2% | 37,742 | +0.2% | 0.72% | -5.9% |
| Q2 2019 | $1,734,000 | +2.0% | 37,674 | -0.9% | 0.76% | -0.9% |
| Q1 2019 | $1,700,000 | -29.4% | 38,020 | -34.8% | 0.77% | -32.7% |
| Q4 2018 | $2,409,000 | +44.7% | 58,318 | +58.1% | 1.14% | +50.7% |
| Q3 2018 | $1,665,000 | +2.1% | 36,886 | +0.4% | 0.76% | -3.2% |
| Q2 2018 | $1,630,000 | -0.5% | 36,749 | +0.0% | 0.78% | -6.4% |
| Q1 2018 | $1,638,000 | -0.7% | 36,746 | +0.1% | 0.83% | -18.7% |
| Q4 2017 | $1,650,000 | -3.9% | 36,722 | -4.1% | 1.03% | -8.7% |
| Q3 2017 | $1,717,000 | +7.2% | 38,304 | +4.3% | 1.12% | +1.5% |
| Q2 2017 | $1,601,000 | +2.9% | 36,714 | +0.0% | 1.11% | -1.3% |
| Q1 2017 | $1,556,000 | +4.4% | 36,711 | +0.0% | 1.12% | -15.7% |
| Q4 2016 | $1,490,000 | -1.9% | 36,706 | -0.6% | 1.33% | -17.9% |
| Q3 2016 | $1,519,000 | +2.8% | 36,918 | +0.0% | 1.62% | -1.0% |
| Q2 2016 | $1,477,000 | +0.4% | 36,912 | -1.0% | 1.64% | +22.2% |
| Q1 2016 | $1,471,000 | -73.5% | 37,284 | -73.9% | 1.34% | -69.8% |
| Q4 2015 | $5,554,000 | – | 142,868 | – | 4.44% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |