ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $872,000 | +3.8% | 15,712 | +4.8% | 0.10% | +5.4% |
| Q2 2021 | $840,000 | +3.6% | 14,992 | -1.0% | 0.09% | -4.1% |
| Q1 2021 | $811,000 | -10.7% | 15,149 | -12.9% | 0.10% | -13.4% |
| Q4 2020 | $908,000 | -9.3% | 17,400 | -15.8% | 0.11% | -15.8% |
| Q3 2020 | $1,001,000 | +8.8% | 20,670 | +4.2% | 0.13% | +0.8% |
| Q2 2020 | $920,000 | +23.5% | 19,838 | +10.1% | 0.13% | +6.5% |
| Q1 2020 | $745,000 | -15.3% | 18,013 | -2.1% | 0.12% | +5.1% |
| Q4 2019 | $880,000 | -14.7% | 18,391 | -17.9% | 0.12% | -20.3% |
| Q3 2019 | $1,032,000 | +2.7% | 22,414 | +2.6% | 0.15% | -3.3% |
| Q2 2019 | $1,005,000 | +35.3% | 21,837 | +31.4% | 0.15% | +27.5% |
| Q1 2019 | $743,000 | -38.7% | 16,617 | -43.4% | 0.12% | -43.7% |
| Q4 2018 | $1,213,000 | +114.7% | 29,374 | +134.4% | 0.21% | +139.3% |
| Q3 2018 | $565,000 | +70.2% | 12,529 | +67.4% | 0.09% | +64.8% |
| Q2 2018 | $332,000 | +27.7% | 7,485 | +28.2% | 0.05% | +25.6% |
| Q1 2018 | $260,000 | – | 5,838 | – | 0.04% | – |
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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% |