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 | $352,828 | +0.6% | 7,141 | +4.8% | 0.07% | +1.4% |
| Q2 2023 | $350,701 | +1.1% | 6,816 | -1.7% | 0.07% | -6.6% |
| Q1 2023 | $346,804 | +5.3% | 6,932 | -0.8% | 0.08% | -5.0% |
| Q4 2022 | $329,395 | +13.6% | 6,985 | +7.9% | 0.08% | -5.9% |
| Q3 2022 | $290,000 | -22.9% | 6,476 | -17.4% | 0.08% | -24.1% |
| Q2 2022 | $376,000 | -36.2% | 7,839 | -28.1% | 0.11% | -29.6% |
| Q1 2022 | $589,000 | +33.0% | 10,907 | +40.5% | 0.16% | +48.6% |
| Q4 2021 | $443,000 | -9.6% | 7,762 | -12.1% | 0.11% | -23.6% |
| Q3 2021 | $490,000 | -4.5% | 8,835 | -3.5% | 0.14% | -5.4% |
| Q2 2021 | $513,000 | +0.6% | 9,156 | -3.8% | 0.15% | -14.9% |
| Q1 2021 | $510,000 | +3.7% | 9,515 | +0.9% | 0.17% | -5.9% |
| Q4 2020 | $492,000 | +7.7% | 9,434 | +0.1% | 0.18% | -7.5% |
| Q3 2020 | $457,000 | -2.8% | 9,429 | -7.0% | 0.20% | -13.0% |
| Q2 2020 | $470,000 | 0.0% | 10,140 | -10.8% | 0.23% | -13.2% |
| Q1 2020 | $470,000 | +21.1% | 11,362 | +40.3% | 0.26% | +35.2% |
| Q4 2019 | $388,000 | +91.1% | 8,100 | +84.0% | 0.20% | +60.7% |
| Q3 2019 | $203,000 | -30.5% | 4,401 | -30.6% | 0.12% | -31.1% |
| Q2 2019 | $292,000 | +15.9% | 6,346 | +12.5% | 0.18% | +10.6% |
| Q1 2019 | $252,000 | +19.4% | 5,640 | +10.4% | 0.16% | +11.9% |
| Q4 2018 | $211,000 | -12.1% | 5,107 | -4.0% | 0.14% | +5.1% |
| Q3 2018 | $240,000 | -4.4% | 5,321 | -6.0% | 0.14% | -2.9% |
| Q2 2018 | $251,000 | +2.4% | 5,658 | +3.1% | 0.14% | -0.7% |
| Q1 2018 | $245,000 | -31.4% | 5,486 | -31.0% | 0.14% | -28.4% |
| Q4 2017 | $357,000 | +8.5% | 7,945 | +8.4% | 0.20% | +1.5% |
| Q3 2017 | $329,000 | +25.1% | 7,330 | +21.4% | 0.19% | +19.8% |
| Q2 2017 | $263,000 | +6.5% | 6,039 | +3.8% | 0.16% | -3.6% |
| Q1 2017 | $247,000 | +22.3% | 5,820 | +16.7% | 0.17% | +3.1% |
| Q4 2016 | $202,000 | – | 4,989 | – | 0.16% | – |
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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% |