ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449,580 | +1330.2% | 9,098 | +1188.7% | 0.02% | +1900.0% |
| Q2 2023 | $31,434 | +36.7% | 706 | +16.1% | 0.00% | 0.0% |
| Q1 2023 | $22,991 | +15227.3% | 608 | -84.4% | 0.00% | -75.0% |
| Q4 2022 | $150 | -99.9% | 3,891 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $157,000 | +53.9% | 4,051 | +53.9% | 0.00% | +33.3% |
| Q2 2022 | $102,000 | -38.2% | 2,633 | -36.8% | 0.00% | +50.0% |
| Q1 2022 | $165,000 | +415.6% | 4,166 | +762.5% | 0.00% | +100.0% |
| Q4 2021 | $32,000 | +23.1% | 483 | +9.5% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -92.9% | 441 | -93.3% | 0.00% | -87.5% |
| Q2 2021 | $367,000 | +579.6% | 6,541 | +530.2% | 0.01% | +700.0% |
| Q1 2021 | $54,000 | -97.0% | 1,038 | -97.0% | 0.00% | -98.6% |
| Q4 2020 | $1,826,000 | +15116.7% | 35,068 | +13598.4% | 0.07% | +7300.0% |
| Q3 2020 | $12,000 | 0.0% | 256 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -25.0% | 255 | -30.3% | 0.00% | -50.0% |
| Q1 2020 | $16,000 | -11.1% | 366 | -7.3% | 0.00% | +100.0% |
| Q4 2019 | $18,000 | -64.0% | 395 | -64.5% | 0.00% | -66.7% |
| Q3 2019 | $50,000 | -24.2% | 1,114 | -27.2% | 0.00% | -66.7% |
| Q1 2019 | $66,000 | -87.3% | 1,530 | -87.9% | 0.01% | -71.9% |
| Q4 2018 | $521,000 | -44.4% | 12,672 | -39.0% | 0.03% | -15.8% |
| Q3 2018 | $937,000 | -0.2% | 20,772 | -1.9% | 0.04% | -2.6% |
| Q2 2018 | $939,000 | -29.1% | 21,173 | -28.2% | 0.04% | -35.0% |
| Q1 2018 | $1,324,000 | 0.0% | 29,483 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $1,324,000 | -0.7% | 29,483 | -0.9% | 0.06% | +13.2% |
| Q3 2017 | $1,333,000 | +14.9% | 29,739 | +11.8% | 0.05% | +8.2% |
| Q2 2017 | $1,160,000 | +8.9% | 26,598 | +5.9% | 0.05% | +6.5% |
| Q1 2017 | $1,065,000 | +18.2% | 25,128 | +13.2% | 0.05% | +7.0% |
| Q4 2016 | $901,000 | +0.4% | 22,205 | +1.8% | 0.04% | -8.5% |
| Q3 2016 | $897,000 | +17.9% | 21,805 | +14.7% | 0.05% | +11.9% |
| Q2 2016 | $761,000 | +1053.0% | 19,008 | +1142.4% | 0.04% | +366.7% |
| Q1 2016 | $66,000 | -86.3% | 1,530 | -87.6% | 0.01% | -71.9% |
| Q4 2015 | $481,000 | – | 12,370 | – | 0.03% | – |
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% |