ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |