ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,225 | -8.1% | 7,149 | -4.3% | 0.05% | -5.8% |
| Q2 2023 | $384,300 | +3.8% | 7,469 | +0.9% | 0.05% | +2.0% |
| Q1 2023 | $370,393 | +2.5% | 7,403 | -3.4% | 0.05% | -3.8% |
| Q4 2022 | $361,487 | +4.5% | 7,665 | -0.8% | 0.05% | -3.6% |
| Q3 2022 | $346,000 | -4.2% | 7,730 | +2.9% | 0.06% | +1.9% |
| Q2 2022 | $361,000 | -16.6% | 7,514 | -6.3% | 0.05% | -8.5% |
| Q1 2022 | $433,000 | -4.2% | 8,016 | +1.2% | 0.06% | -1.7% |
| Q4 2021 | $452,000 | +88.3% | 7,918 | +83.2% | 0.06% | +66.7% |
| Q3 2021 | $240,000 | +2.6% | 4,321 | +3.3% | 0.04% | +2.9% |
| Q2 2021 | $234,000 | -82.8% | 4,184 | -83.5% | 0.04% | -84.7% |
| Q1 2021 | $1,359,000 | -4.4% | 25,370 | -6.9% | 0.23% | -17.3% |
| Q4 2020 | $1,422,000 | +15.2% | 27,238 | +6.9% | 0.28% | -7.0% |
| Q3 2020 | $1,234,000 | +10.5% | 25,485 | +5.8% | 0.30% | -19.5% |
| Q2 2020 | $1,117,000 | +5.5% | 24,082 | -2.1% | 0.37% | -1.1% |
| Q1 2020 | $1,059,000 | -9.9% | 24,590 | +0.6% | 0.37% | +7.2% |
| Q4 2019 | $1,176,000 | +7.5% | 24,444 | +2.9% | 0.35% | -9.8% |
| Q3 2019 | $1,094,000 | +3.7% | 23,762 | +3.1% | 0.39% | -4.4% |
| Q2 2019 | $1,055,000 | +7.1% | 23,047 | +4.6% | 0.40% | +1.0% |
| Q1 2019 | $985,000 | +11.7% | 22,034 | +3.2% | 0.40% | -7.0% |
| Q4 2018 | $882,000 | -7.0% | 21,343 | +1.6% | 0.43% | +61.4% |
| Q3 2018 | $948,000 | +14.8% | 21,009 | +12.8% | 0.27% | +4.7% |
| Q2 2018 | $826,000 | +1.0% | 18,617 | +1.4% | 0.26% | -10.2% |
| Q1 2018 | $818,000 | +0.4% | 18,352 | +1.1% | 0.28% | -2.7% |
| Q4 2017 | $815,000 | +0.5% | 18,147 | +0.3% | 0.29% | -9.3% |
| Q3 2017 | $811,000 | +4.6% | 18,094 | +1.8% | 0.32% | -2.7% |
| Q2 2017 | $775,000 | +5.9% | 17,777 | +3.0% | 0.33% | +0.3% |
| Q1 2017 | $732,000 | +1.7% | 17,267 | -2.7% | 0.33% | -2.4% |
| Q4 2016 | $720,000 | -1.6% | 17,746 | -0.3% | 0.34% | -8.4% |
| Q3 2016 | $732,000 | -46.4% | 17,796 | -49.4% | 0.37% | -46.6% |
| Q4 2015 | $1,366,000 | – | 35,144 | – | 0.69% | – |
Download | ||||||
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% |