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 2023 | $34,587 | -4.0% | 700 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $36,015 | +2.8% | 700 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $35,021 | +2.7% | 700 | -3.2% | 0.01% | 0.0% |
| Q4 2022 | $34,097 | -5.3% | 723 | -7.7% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | +2.9% | 783 | +8.3% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -10.3% | 723 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $39,000 | -4.9% | 723 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $41,000 | +2.5% | 723 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $40,000 | 0.0% | 723 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | -31.0% | 723 | +2090.9% | 0.01% | -35.3% |
| Q1 2021 | $58,000 | +1.8% | 33 | -97.0% | 0.02% | -10.5% |
| Q4 2020 | $57,000 | +7.5% | 1,090 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $53,000 | +6.0% | 1,088 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $50,000 | +11.1% | 1,088 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $45,000 | -13.5% | 1,088 | 0.0% | 0.02% | -9.1% |
| Q4 2019 | $52,000 | – | 1,088 | – | 0.02% | – |
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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% |