ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $116,000 | +4.5% | 2,040 | +1.8% | 0.01% | -11.1% |
| Q3 2021 | $111,000 | -0.9% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $112,000 | 0.0% | 2,004 | -4.5% | 0.01% | -10.0% |
| Q1 2021 | $112,000 | +1.8% | 2,098 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $110,000 | +7.8% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $102,000 | +18.6% | 2,098 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $86,000 | -51.1% | 2,078 | -43.5% | 0.01% | -38.9% |
| Q4 2019 | $176,000 | +0.6% | 3,681 | -2.9% | 0.02% | -5.3% |
| Q3 2019 | $175,000 | 0.0% | 3,792 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $175,000 | -41.5% | 3,792 | -47.6% | 0.02% | -69.4% |
| Q4 2018 | $299,000 | -98.8% | 7,241 | +1051.2% | 0.06% | +1140.0% |
| Q4 2016 | $26,000,000 | +99900.0% | 629 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $26,000 | +100.0% | 629 | +86.6% | 0.01% | +25.0% |
| Q1 2015 | $13,000 | -7.1% | 337 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $14,000 | -73.6% | 337 | -74.8% | 0.01% | -54.5% |
| Q3 2014 | $53,000 | – | 1,337 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |