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 | $10,045,382 | -39.0% | 203,298 | -36.5% | 0.02% | -50.0% |
| Q2 2023 | $16,456,933 | +5.3% | 320,350 | +2.5% | 0.03% | +3.4% |
| Q1 2023 | $15,629,734 | -26.3% | 312,486 | -30.5% | 0.03% | -32.6% |
| Q4 2022 | $21,217,650 | +102.6% | 449,899 | +92.4% | 0.04% | +79.2% |
| Q3 2022 | $10,471,000 | +16.1% | 233,821 | +24.5% | 0.02% | +20.0% |
| Q2 2022 | $9,022,000 | -4.8% | 187,795 | +0.8% | 0.02% | +11.1% |
| Q1 2022 | $9,480,000 | -23.0% | 186,306 | -13.6% | 0.02% | -21.7% |
| Q4 2021 | $12,312,000 | +23.3% | 215,656 | +19.8% | 0.02% | +9.5% |
| Q3 2021 | $9,989,000 | +19.2% | 179,968 | +20.3% | 0.02% | +16.7% |
| Q2 2021 | $8,378,000 | +5.0% | 149,599 | +0.6% | 0.02% | -5.3% |
| Q1 2021 | $7,976,000 | +0.5% | 148,755 | -2.2% | 0.02% | -9.5% |
| Q4 2020 | $7,938,000 | -2.9% | 152,107 | -10.3% | 0.02% | -12.5% |
| Q3 2020 | $8,177,000 | -0.7% | 169,606 | -4.5% | 0.02% | -14.3% |
| Q2 2020 | $8,237,000 | -7.4% | 177,574 | -24.0% | 0.03% | -22.2% |
| Q1 2020 | $8,893,000 | – | 233,515 | – | 0.04% | – |
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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% |