ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |