ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 200 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,364,718 | -0.6% | 24,231 | -1.7% | 0.26% | +0.8% |
| Q1 2024 | $1,372,683 | -10.6% | 24,657 | -14.6% | 0.26% | -18.5% |
| Q4 2023 | $1,535,158 | +8.4% | 28,862 | +0.7% | 0.31% | -2.5% |
| Q3 2023 | $1,416,635 | -2.2% | 28,671 | +1.9% | 0.32% | -0.6% |
| Q2 2023 | $1,448,267 | +3.1% | 28,149 | +0.2% | 0.32% | -1.8% |
| Q1 2023 | $1,405,193 | +8.1% | 28,087 | +1.9% | 0.33% | -2.1% |
| Q4 2022 | $1,299,777 | +10.5% | 27,561 | +4.9% | 0.34% | +6.3% |
| Q3 2022 | $1,176,000 | -11.2% | 26,263 | -4.8% | 0.32% | +2.6% |
| Q2 2022 | $1,324,000 | -11.7% | 27,582 | -0.8% | 0.31% | +1.0% |
| Q1 2022 | $1,500,000 | -7.9% | 27,800 | -2.6% | 0.31% | -7.8% |
| Q4 2021 | $1,629,000 | +7.1% | 28,532 | +4.0% | 0.33% | +0.3% |
| Q3 2021 | $1,521,000 | +6.9% | 27,425 | +8.0% | 0.33% | +3.1% |
| Q2 2021 | $1,423,000 | +11.4% | 25,404 | +6.5% | 0.32% | +3.5% |
| Q1 2021 | $1,277,000 | +9.5% | 23,847 | +6.8% | 0.31% | +5.8% |
| Q4 2020 | $1,166,000 | +23.9% | 22,334 | +15.0% | 0.29% | +10.6% |
| Q3 2020 | $941,000 | +9.5% | 19,419 | +4.9% | 0.26% | -2.2% |
| Q2 2020 | $859,000 | +7.6% | 18,518 | -3.9% | 0.27% | -35.8% |
| Q1 2020 | $798,000 | -27.0% | 19,278 | -15.6% | 0.42% | -15.9% |
| Q4 2019 | $1,093,000 | – | 22,854 | – | 0.50% | – |
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% |