ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $996,106 | +3.2% | 20,160 | +7.5% | 0.04% | +5.4% |
| Q2 2023 | $964,825 | +12.0% | 18,753 | +9.0% | 0.04% | +5.7% |
| Q1 2023 | $861,141 | -4.3% | 17,212 | -9.8% | 0.04% | -12.5% |
| Q4 2022 | $899,598 | +4.2% | 19,075 | -1.0% | 0.04% | -9.1% |
| Q3 2022 | $863,000 | -6.7% | 19,267 | -0.0% | 0.04% | -27.9% |
| Q2 2022 | $925,000 | +10.9% | 19,271 | +24.7% | 0.06% | +29.8% |
| Q1 2022 | $834,000 | +1.8% | 15,454 | +7.7% | 0.05% | +9.3% |
| Q4 2021 | $819,000 | +92.7% | 14,346 | +87.3% | 0.04% | +72.0% |
| Q3 2021 | $425,000 | -3.6% | 7,658 | -2.7% | 0.02% | -3.8% |
| Q2 2021 | $441,000 | -26.4% | 7,870 | -29.6% | 0.03% | -36.6% |
| Q1 2021 | $599,000 | – | 11,185 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |