ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261,124 | +5.3% | 5,537 | 0.0% | 0.02% | -15.8% |
| Q3 2022 | $248,000 | -26.8% | 5,537 | -8.5% | 0.02% | -9.5% |
| Q2 2021 | $339,000 | +17.7% | 6,053 | +12.6% | 0.02% | 0.0% |
| Q1 2021 | $288,000 | +34.0% | 5,375 | +21.3% | 0.02% | -4.5% |
| Q3 2020 | $215,000 | -1.8% | 4,430 | -6.1% | 0.02% | -26.7% |
| Q2 2020 | $219,000 | +0.5% | 4,717 | -10.4% | 0.03% | -3.2% |
| Q1 2020 | $218,000 | -15.8% | 5,266 | -2.9% | 0.03% | 0.0% |
| Q4 2019 | $259,000 | – | 5,422 | – | 0.03% | – |
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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% |