ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 258 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -90.0% | 30 | -87.0% | 0.00% | -100.0% |
| Q3 2018 | $10,000 | 0.0% | 231 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $10,000 | -9.1% | 231 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $11,000 | +10.0% | 231 | +1.3% | 0.01% | -11.1% |
| Q3 2017 | $10,000 | 0.0% | 228 | +0.4% | 0.01% | -10.0% |
| Q2 2017 | $10,000 | +100.0% | 227 | +81.6% | 0.01% | +100.0% |
| Q1 2017 | $5,000 | -44.4% | 125 | -44.9% | 0.01% | -58.3% |
| Q4 2016 | $9,000 | – | 227 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |