ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $469,369 | -1.8% | 9,499 | +2.3% | 0.21% | +2.4% |
| Q2 2023 | $477,767 | -3.2% | 9,286 | -5.9% | 0.20% | -2.8% |
| Q1 2023 | $493,639 | +12.7% | 9,867 | +6.3% | 0.21% | +6.0% |
| Q4 2022 | $437,921 | +21.6% | 9,286 | +15.4% | 0.20% | +8.7% |
| Q3 2022 | $360,000 | -3.2% | 8,048 | +3.7% | 0.18% | +33.6% |
| Q2 2022 | $372,000 | -8.4% | 7,758 | +3.1% | 0.14% | -69.0% |
| Q1 2022 | $406,000 | -7.9% | 7,526 | -2.6% | 0.44% | +35.2% |
| Q4 2021 | $441,000 | -3.7% | 7,730 | -6.4% | 0.33% | -10.4% |
| Q3 2021 | $458,000 | +2.9% | 8,262 | +4.0% | 0.36% | -7.8% |
| Q2 2021 | $445,000 | +16.5% | 7,944 | +11.3% | 0.40% | -0.3% |
| Q1 2021 | $382,000 | +5.8% | 7,136 | +3.1% | 0.40% | +15.1% |
| Q4 2020 | $361,000 | – | 6,919 | – | 0.34% | – |
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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% |