ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $312,703 | -4.7% | 6,329 | -1.1% | 0.10% | -3.0% |
Q2 2023 | $328,089 | -17.3% | 6,402 | -18.7% | 0.10% | -12.9% |
Q1 2023 | $396,871 | -0.9% | 7,876 | -7.3% | 0.12% | -8.7% |
Q4 2022 | $400,614 | +15.1% | 8,495 | +9.2% | 0.13% | +5.8% |
Q3 2022 | $348,000 | -6.7% | 7,778 | +0.2% | 0.12% | -5.5% |
Q2 2022 | $373,000 | -15.2% | 7,765 | -4.9% | 0.13% | -9.3% |
Q1 2022 | $440,000 | -0.9% | 8,162 | +4.8% | 0.14% | -9.1% |
Q4 2021 | $444,000 | +16.2% | 7,785 | +13.1% | 0.15% | +4.1% |
Q3 2021 | $382,000 | +10.1% | 6,883 | +11.1% | 0.15% | 0.0% |
Q2 2021 | $347,000 | +35.0% | 6,195 | +29.1% | 0.15% | +33.3% |
Q1 2021 | $257,000 | +634.3% | 4,799 | +538.2% | 0.11% | +404.5% |
Q2 2019 | $35,000 | +2.9% | 752 | 0.0% | 0.02% | -4.3% |
Q1 2019 | $34,000 | +9.7% | 752 | 0.0% | 0.02% | -4.2% |
Q4 2018 | $31,000 | +520.0% | 752 | +526.7% | 0.02% | +700.0% |
Q3 2018 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% |
Q2 2018 | $5,000 | – | 120 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |