ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 205 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $20,849 | +4.2% | 442 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -4.8% | 440 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -12.5% | 437 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -4.0% | 436 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +4.2% | 436 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 432 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | +4.3% | 430 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | -66.2% | 429 | -66.6% | 0.00% | -33.3% |
| Q4 2020 | $68,000 | +65.9% | 1,285 | +50.6% | 0.00% | -25.0% |
| Q3 2020 | $41,000 | +5.1% | 853 | +0.6% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | +11.4% | 848 | +0.5% | 0.00% | -20.0% |
| Q1 2020 | $35,000 | -83.7% | 844 | -84.5% | 0.01% | -85.7% |
| Q1 2016 | $215,000 | – | 5,453 | – | 0.04% | – |
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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% |