ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $312,126 | +4.5% | 5,542 | +3.3% | 0.08% | +1.2% |
| Q1 2024 | $298,725 | +8.4% | 5,366 | +3.6% | 0.08% | -1.2% |
| Q4 2023 | $275,631 | +49.2% | 5,182 | +38.6% | 0.08% | +38.3% |
| Q3 2023 | $184,744 | -0.2% | 3,739 | +3.9% | 0.06% | 0.0% |
| Q2 2023 | $185,169 | +10.2% | 3,599 | +7.1% | 0.06% | +7.1% |
| Q1 2023 | $168,051 | +3.3% | 3,359 | -2.7% | 0.06% | -5.1% |
| Q4 2022 | $162,749 | +7.8% | 3,451 | +2.8% | 0.06% | -1.7% |
| Q3 2022 | $151,000 | -1.3% | 3,357 | +5.1% | 0.06% | +1.7% |
| Q2 2022 | $153,000 | +19.5% | 3,194 | +34.1% | 0.06% | +43.9% |
| Q1 2022 | $128,000 | -70.9% | 2,382 | -69.1% | 0.04% | -70.1% |
| Q4 2021 | $440,000 | +13.4% | 7,712 | +10.5% | 0.14% | -2.1% |
| Q3 2021 | $388,000 | +11.5% | 6,981 | +12.5% | 0.14% | +12.0% |
| Q2 2021 | $348,000 | +24.7% | 6,205 | +19.3% | 0.12% | +12.6% |
| Q1 2021 | $279,000 | +18.7% | 5,203 | +15.2% | 0.11% | +13.3% |
| Q4 2020 | $235,000 | +9.8% | 4,516 | +1.9% | 0.10% | -2.0% |
| Q3 2020 | $214,000 | +1428.6% | 4,431 | +1343.3% | 0.10% | +1150.0% |
| Q2 2020 | $14,000 | +40.0% | 307 | +31.8% | 0.01% | +14.3% |
| Q1 2020 | $10,000 | +233.3% | 233 | +253.0% | 0.01% | +250.0% |
| Q4 2019 | $3,000 | – | 66 | – | 0.00% | – |
Download | ||||||
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% |