ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $709,677 | +129.7% | 15,048 | +133.7% | 0.01% | +40.0% |
| Q2 2022 | $309,000 | -18.3% | 6,439 | -8.2% | 0.01% | 0.0% |
| Q1 2022 | $378,000 | -38.8% | 7,011 | -35.2% | 0.01% | -44.4% |
| Q4 2021 | $618,000 | +3.0% | 10,820 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $600,000 | +1.4% | 10,808 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $592,000 | +30.4% | 10,578 | +24.8% | 0.01% | +11.1% |
| Q1 2021 | $454,000 | +26.5% | 8,478 | +23.1% | 0.01% | +28.6% |
| Q4 2020 | $359,000 | – | 6,886 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |