ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $277,000 | 0.0% | 5,616 | 0.0% | 0.07% | 0.0% |
| Q3 2023 | $277,000 | -2.1% | 5,616 | +2.1% | 0.07% | +1.4% |
| Q2 2023 | $283,000 | +7.2% | 5,502 | +4.4% | 0.07% | -5.3% |
| Q1 2023 | $264,000 | +5.6% | 5,270 | -0.5% | 0.08% | +2.7% |
| Q4 2022 | $250,000 | -99.9% | 5,294 | -0.9% | 0.07% | -7.5% |
| Q3 2022 | $239,000,000 | -6.3% | 5,344 | +1.1% | 0.08% | -2.4% |
| Q2 2022 | $255,000,000 | -10.5% | 5,286 | +0.1% | 0.08% | 0.0% |
| Q1 2022 | $285,000,000 | -0.7% | 5,281 | +5.0% | 0.08% | +2.5% |
| Q4 2021 | $287,000,000 | +4.0% | 5,029 | +1.1% | 0.08% | -2.4% |
| Q3 2021 | $276,000,000 | -0.7% | 4,975 | +0.0% | 0.08% | -2.4% |
| Q2 2021 | $278,000,000 | -0.4% | 4,973 | -4.6% | 0.08% | -7.7% |
| Q1 2021 | $279,000,000 | +0.7% | 5,213 | -1.9% | 0.09% | -11.7% |
| Q4 2020 | $277,000,000 | 0.0% | 5,314 | -6.9% | 0.10% | -12.0% |
| Q3 2020 | $277,000,000 | -8.0% | 5,709 | -12.1% | 0.12% | -14.0% |
| Q2 2020 | $301,000,000 | +10.3% | 6,497 | -3.6% | 0.14% | -8.1% |
| Q1 2020 | $273,000,000 | -1.8% | 6,742 | +16.1% | 0.15% | +19.4% |
| Q4 2019 | $278,000,000 | +7.3% | 5,809 | +3.3% | 0.12% | -0.8% |
| Q3 2019 | $259,000,000 | +22.7% | 5,625 | +22.1% | 0.12% | +21.4% |
| Q2 2019 | $211,000,000 | -1.9% | 4,608 | -3.7% | 0.10% | -8.0% |
| Q1 2019 | $215,000,000 | -2.7% | 4,785 | -3.0% | 0.11% | -6.7% |
| Q3 2018 | $221,000,000 | -16.3% | 4,934 | -16.8% | 0.12% | -27.3% |
| Q1 2018 | $264,000,000 | -12.0% | 5,932 | -11.1% | 0.16% | -13.6% |
| Q4 2017 | $300,000,000 | -10.4% | 6,673 | -10.4% | 0.19% | -14.7% |
| Q3 2017 | $334,701,000 | +0.8% | 7,444 | -2.1% | 0.22% | -3.0% |
| Q2 2017 | $332,000,000 | -11.9% | 7,604 | -14.4% | 0.23% | -20.1% |
| Q1 2017 | $377,000,000 | -15.3% | 8,887 | -19.0% | 0.29% | -17.9% |
| Q4 2016 | $445,000,000 | -3.5% | 10,969 | -2.0% | 0.35% | -5.6% |
| Q3 2016 | $461,000,000 | +6.5% | 11,198 | +3.5% | 0.37% | -1.1% |
| Q2 2016 | $433,000,000 | +23.7% | 10,817 | +21.9% | 0.38% | +17.4% |
| Q1 2016 | $350,000,000 | +25.9% | 8,872 | +20.6% | 0.32% | +15.9% |
| Q3 2015 | $278,000,000 | +19.8% | 7,356 | +5.4% | 0.28% | +27.6% |
| Q2 2015 | $232,000,000 | -14.7% | 6,981 | +6.3% | 0.22% | -14.6% |
| Q1 2015 | $272,000,000 | +11.5% | 6,567 | +6.9% | 0.25% | +5.4% |
| Q4 2014 | $244,000,000 | – | 6,142 | – | 0.24% | – |
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% |