ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,759,822 | -3.9% | 55,856 | +0.1% | 0.99% | -4.5% |
| Q2 2023 | $2,872,038 | -1.3% | 55,822 | -4.0% | 1.04% | -6.3% |
| Q1 2023 | $2,909,979 | +3.4% | 58,165 | -2.6% | 1.11% | -7.8% |
| Q4 2022 | $2,815,363 | +6.6% | 59,698 | +1.2% | 1.20% | +3.3% |
| Q3 2022 | $2,642,000 | -8.5% | 58,995 | -1.9% | 1.17% | -6.7% |
| Q2 2022 | $2,886,000 | -14.1% | 60,122 | -3.4% | 1.25% | -24.0% |
| Q1 2022 | $3,359,000 | -8.5% | 62,250 | -3.2% | 1.65% | -3.6% |
| Q4 2021 | $3,672,000 | +4.7% | 64,334 | +1.8% | 1.71% | -2.0% |
| Q3 2021 | $3,507,000 | -0.6% | 63,226 | +0.3% | 1.74% | -6.8% |
| Q2 2021 | $3,529,000 | +5.1% | 63,017 | +0.5% | 1.87% | -11.3% |
| Q1 2021 | $3,359,000 | +3.2% | 62,710 | +0.6% | 2.11% | -6.2% |
| Q4 2020 | $3,254,000 | +11.7% | 62,337 | +3.7% | 2.25% | -7.1% |
| Q3 2020 | $2,913,000 | +7.1% | 60,126 | +2.6% | 2.42% | +1.9% |
| Q2 2020 | $2,719,000 | +15.3% | 58,614 | +2.9% | 2.37% | -0.6% |
| Q1 2020 | $2,358,000 | -13.2% | 56,987 | +0.3% | 2.39% | -4.2% |
| Q4 2019 | $2,717,000 | +26.1% | 56,789 | +21.5% | 2.49% | +40.8% |
| Q3 2019 | $2,154,000 | +11.1% | 46,755 | +11.0% | 1.77% | +13.1% |
| Q2 2019 | $1,938,000 | -0.4% | 42,116 | -3.2% | 1.56% | +6.6% |
| Q1 2019 | $1,945,000 | +23.3% | 43,513 | +14.0% | 1.47% | +9.8% |
| Q4 2018 | $1,577,000 | +7.8% | 38,178 | +17.8% | 1.34% | +21.9% |
| Q3 2018 | $1,463,000 | +3.0% | 32,414 | +1.2% | 1.10% | +2.5% |
| Q2 2018 | $1,421,000 | +3.0% | 32,025 | +3.5% | 1.07% | +4.2% |
| Q1 2018 | $1,380,000 | +10.8% | 30,955 | +11.7% | 1.02% | +1.1% |
| Q4 2017 | $1,245,000 | +8.0% | 27,713 | +7.8% | 1.01% | -37.1% |
| Q3 2017 | $1,153,000 | +3.7% | 25,712 | +0.9% | 1.61% | +58.9% |
| Q2 2017 | $1,112,000 | +15.5% | 25,492 | +12.3% | 1.02% | +13.9% |
| Q1 2017 | $963,000 | +20.5% | 22,710 | +15.3% | 0.89% | +9.5% |
| Q4 2016 | $799,000 | – | 19,696 | – | 0.81% | – |
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% |