ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 231 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $585,390 | +80.7% | 10,394 | +78.7% | 0.06% | +66.7% |
| Q1 2024 | $323,888 | +58.7% | 5,818 | +51.6% | 0.04% | +38.5% |
| Q4 2023 | $204,090 | +7.7% | 3,837 | 0.0% | 0.03% | 0.0% |
| Q3 2023 | $189,586 | -4.9% | 3,837 | -1.0% | 0.03% | -10.3% |
| Q2 2023 | $199,330 | +4.0% | 3,874 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $191,659 | -76.3% | 3,874 | -73.2% | 0.03% | -78.6% |
| Q3 2021 | $807,000 | 0.0% | 14,482 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $807,000 | +12.7% | 14,482 | +8.3% | 0.14% | +2.8% |
| Q1 2021 | $716,000 | -10.7% | 13,372 | -12.9% | 0.14% | -15.1% |
| Q4 2020 | $802,000 | -89.0% | 15,360 | +8433.3% | 0.17% | +1744.4% |
| Q4 2016 | $7,304,000 | – | 180 | – | 0.01% | – |
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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% |