ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |