ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 192 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $360 | +1.4% | 6,383 | +0.1% | 0.02% | -5.9% |
| Q1 2024 | $355 | +6.6% | 6,376 | +1.8% | 0.02% | 0.0% |
| Q4 2023 | $333 | +301.2% | 6,263 | +271.5% | 0.02% | +240.0% |
| Q3 2023 | $83 | -3.5% | 1,686 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $86 | +1.2% | 1,674 | -2.0% | 0.01% | 0.0% |
| Q1 2023 | $85 | 0.0% | 1,708 | -5.8% | 0.01% | 0.0% |
| Q4 2022 | $85 | -99.9% | 1,813 | +15.8% | 0.01% | 0.0% |
| Q3 2022 | $70,000 | -6.7% | 1,566 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $75,000 | -42.3% | 1,555 | -35.7% | 0.01% | -37.5% |
| Q1 2022 | $130,000 | -5.8% | 2,417 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $138,000 | +3.8% | 2,417 | +0.6% | 0.01% | -11.1% |
| Q3 2021 | $133,000 | +64.2% | 2,402 | +65.5% | 0.01% | +80.0% |
| Q2 2021 | $81,000 | +3.8% | 1,451 | +0.2% | 0.01% | 0.0% |
| Q1 2021 | $78,000 | +1.3% | 1,448 | -1.5% | 0.01% | -28.6% |
| Q4 2020 | $77,000 | +13.2% | 1,470 | +4.5% | 0.01% | +16.7% |
| Q3 2020 | $68,000 | +4.6% | 1,407 | +0.5% | 0.01% | -14.3% |
| Q2 2020 | $65,000 | +12.1% | 1,400 | +0.4% | 0.01% | 0.0% |
| Q1 2020 | $58,000 | -25.6% | 1,394 | -14.3% | 0.01% | -12.5% |
| Q4 2019 | $78,000 | +21.9% | 1,627 | +16.6% | 0.01% | +14.3% |
| Q3 2019 | $64,000 | +12.3% | 1,395 | +12.2% | 0.01% | +16.7% |
| Q2 2019 | $57,000 | +32.6% | 1,243 | +27.1% | 0.01% | +20.0% |
| Q1 2019 | $43,000 | – | 978 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |