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 | $1,229,645 | -7.6% | 24,886 | -3.8% | 0.29% | -6.4% |
| Q2 2023 | $1,330,534 | -2.3% | 25,860 | -5.0% | 0.31% | -10.6% |
| Q1 2023 | $1,361,674 | -0.8% | 27,217 | -6.5% | 0.35% | -10.3% |
| Q4 2022 | $1,373,164 | +4.4% | 29,117 | -0.8% | 0.39% | -1.3% |
| Q3 2022 | $1,315,000 | -8.4% | 29,364 | -1.8% | 0.39% | -5.1% |
| Q2 2022 | $1,435,000 | -11.6% | 29,901 | -0.6% | 0.42% | +6.4% |
| Q1 2022 | $1,623,000 | -2.9% | 30,070 | +2.7% | 0.39% | -2.3% |
| Q4 2021 | $1,671,000 | +1.2% | 29,270 | -1.7% | 0.40% | -7.0% |
| Q3 2021 | $1,652,000 | -1.7% | 29,786 | -0.8% | 0.43% | -2.5% |
| Q2 2021 | $1,681,000 | -5.3% | 30,019 | -9.5% | 0.44% | -12.2% |
| Q1 2021 | $1,776,000 | -6.6% | 33,156 | -9.0% | 0.50% | -14.2% |
| Q4 2020 | $1,902,000 | +7.3% | 36,451 | -0.3% | 0.58% | -4.4% |
| Q3 2020 | $1,772,000 | -1.3% | 36,576 | -5.5% | 0.61% | -15.6% |
| Q2 2020 | $1,796,000 | -2.0% | 38,704 | -12.7% | 0.72% | -13.5% |
| Q1 2020 | $1,833,000 | -20.3% | 44,310 | -7.8% | 0.84% | -4.7% |
| Q4 2019 | $2,299,000 | +0.9% | 48,075 | -2.8% | 0.88% | -7.3% |
| Q3 2019 | $2,279,000 | -2.7% | 49,482 | -2.8% | 0.95% | -4.4% |
| Q2 2019 | $2,343,000 | -3.6% | 50,923 | -6.4% | 0.99% | -8.7% |
| Q1 2019 | $2,431,000 | +1.5% | 54,395 | -7.6% | 1.09% | -10.8% |
| Q4 2018 | $2,394,000 | -22.0% | 58,864 | -13.4% | 1.22% | -13.1% |
| Q3 2018 | $3,068,000 | -4.9% | 67,982 | -6.5% | 1.40% | -14.6% |
| Q2 2018 | $3,225,000 | +0.5% | 72,698 | +0.7% | 1.64% | -1.6% |
| Q1 2018 | $3,209,000 | +1.9% | 72,212 | +3.1% | 1.67% | +0.5% |
| Q4 2017 | $3,148,000 | +13.2% | 70,070 | +14.0% | 1.66% | +3.4% |
| Q3 2017 | $2,781,000 | +4.7% | 61,475 | +1.8% | 1.60% | -2.1% |
| Q2 2017 | $2,656,000 | +53.9% | 60,405 | +50.1% | 1.64% | +43.3% |
| Q1 2017 | $1,726,000 | +33.9% | 40,251 | +26.6% | 1.14% | +28.7% |
| Q4 2016 | $1,289,000 | +30.2% | 31,784 | +35.8% | 0.89% | +25.0% |
| Q3 2016 | $990,000 | – | 23,400 | – | 0.71% | – |
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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% |