ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 256 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $381,172 | -4.2% | 6,847 | -8.4% | 0.04% | -6.8% |
Q4 2023 | $397,701 | -19.0% | 7,477 | -24.8% | 0.04% | -26.7% |
Q3 2023 | $491,185 | -12.0% | 9,941 | -8.4% | 0.06% | -10.4% |
Q2 2023 | $558,386 | +1.6% | 10,853 | +0.4% | 0.07% | -5.6% |
Q1 2023 | $549,674 | +5.7% | 10,807 | -2.0% | 0.07% | +6.0% |
Q4 2022 | $519,891 | -10.8% | 11,024 | -15.4% | 0.07% | -18.3% |
Q3 2022 | $583,000 | -4.3% | 13,026 | +2.6% | 0.08% | -10.9% |
Q2 2022 | $609,000 | -33.4% | 12,701 | -20.7% | 0.09% | -34.3% |
Q1 2022 | $914,000 | 0.0% | 16,024 | 0.0% | 0.14% | 0.0% |
Q4 2021 | $914,000 | -5.2% | 16,024 | -7.8% | 0.14% | -14.1% |
Q3 2021 | $964,000 | -2.7% | 17,386 | -1.8% | 0.16% | -4.1% |
Q2 2021 | $991,000 | -7.0% | 17,711 | -11.1% | 0.17% | -14.6% |
Q1 2021 | $1,066,000 | +28.3% | 19,919 | +25.1% | 0.20% | +11.8% |
Q4 2020 | $831,000 | +14.5% | 15,925 | +6.2% | 0.18% | -1.1% |
Q3 2020 | $726,000 | +6.0% | 14,994 | +1.4% | 0.18% | +3.4% |
Q2 2020 | $685,000 | +14.9% | 14,787 | +18.6% | 0.17% | +1.8% |
Q4 2019 | $596,000 | +8.0% | 12,468 | +4.0% | 0.17% | -7.6% |
Q3 2019 | $552,000 | -6.0% | 11,990 | -6.1% | 0.18% | -16.7% |
Q2 2019 | $587,000 | -1.5% | 12,767 | -4.4% | 0.22% | -1.3% |
Q1 2019 | $596,000 | +6.6% | 13,355 | -1.4% | 0.22% | -1.7% |
Q4 2018 | $559,000 | +110.9% | 13,542 | +94.8% | 0.23% | -52.3% |
Q3 2015 | $265,000 | -8.3% | 6,952 | -2.5% | 0.48% | +13.5% |
Q2 2015 | $289,000 | -3.0% | 7,129 | -2.4% | 0.42% | -1.4% |
Q1 2015 | $298,000 | +2.8% | 7,303 | +1.1% | 0.43% | +44.9% |
Q4 2014 | $290,000 | – | 7,221 | – | 0.30% | – |
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% |