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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,712 | +2.8% | 1,491 | 0.0% | 0.01% | +37.5% |
| Q1 2023 | $74,595 | -79.3% | 1,491 | -82.1% | 0.01% | -83.0% |
| Q1 2020 | $360,000 | -11.3% | 8,312 | 0.0% | 0.05% | -2.1% |
| Q4 2019 | $406,000 | +88.0% | 8,312 | +80.2% | 0.05% | +60.0% |
| Q3 2019 | $216,000 | +3.8% | 4,612 | +0.5% | 0.03% | -3.2% |
| Q2 2019 | $208,000 | -64.3% | 4,591 | -64.9% | 0.03% | -75.8% |
| Q1 2018 | $583,000 | -18.9% | 13,070 | -18.3% | 0.13% | -33.3% |
| Q4 2017 | $719,000 | -2.7% | 16,002 | -2.9% | 0.19% | -7.2% |
| Q3 2017 | $739,000 | -99.6% | 16,483 | +229.7% | 0.21% | +213.6% |
| Q3 2016 | $203,950,000 | +1.9% | 5,000 | 0.0% | 0.07% | +153.8% |
| Q2 2016 | $200,150,000 | +3.0% | 5,000 | 0.0% | 0.03% | -18.8% |
| Q4 2015 | $194,400,000 | – | 5,000 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |