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 | $4,895,622 | -3.2% | 99,082 | +0.8% | 0.68% | -9.0% |
| Q2 2023 | $5,058,722 | +10.4% | 98,323 | +7.3% | 0.75% | +10.2% |
| Q1 2023 | $4,582,765 | -9.6% | 91,600 | -14.8% | 0.68% | -13.2% |
| Q4 2022 | $5,072,221 | +7.7% | 107,553 | +2.3% | 0.78% | +9.5% |
| Q3 2022 | $4,708,000 | -9.9% | 105,140 | -3.4% | 0.71% | -6.3% |
| Q2 2022 | $5,227,000 | +0.6% | 108,896 | +8.1% | 0.76% | +4.1% |
| Q1 2022 | $5,197,000 | +110.7% | 100,756 | +133.2% | 0.73% | +108.3% |
| Q4 2021 | $2,466,000 | +37.1% | 43,207 | +33.2% | 0.35% | +34.0% |
| Q3 2021 | $1,799,000 | +7.2% | 32,448 | +8.2% | 0.26% | +5.2% |
| Q2 2021 | $1,678,000 | +3.4% | 29,980 | -1.1% | 0.25% | -5.0% |
| Q1 2021 | $1,623,000 | -1.1% | 30,304 | -3.6% | 0.26% | -4.7% |
| Q4 2020 | $1,641,000 | -8.0% | 31,451 | -14.6% | 0.28% | -9.8% |
| Q3 2020 | $1,784,000 | +2.0% | 36,833 | -2.4% | 0.30% | -4.7% |
| Q2 2020 | $1,749,000 | +65.3% | 37,720 | +47.5% | 0.32% | +42.2% |
| Q1 2020 | $1,058,000 | +368.1% | 25,575 | +440.1% | 0.22% | +542.9% |
| Q4 2019 | $226,000 | -6.2% | 4,735 | -9.7% | 0.04% | -16.7% |
| Q3 2019 | $241,000 | +24.9% | 5,243 | +24.4% | 0.04% | +27.3% |
| Q2 2019 | $193,000 | – | 4,215 | – | 0.03% | – |
Download | ||||||
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% |