ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $254,202 | -23.1% | 5,081 | -27.5% | 0.13% | -16.0% |
| Q4 2022 | $330,639 | +1.1% | 7,011 | -4.1% | 0.15% | -12.8% |
| Q3 2022 | $327,000 | -8.4% | 7,311 | -1.7% | 0.17% | +8.9% |
| Q2 2022 | $357,000 | -11.2% | 7,436 | -0.1% | 0.16% | +24.4% |
| Q1 2022 | $402,000 | -21.2% | 7,445 | -16.7% | 0.13% | -43.8% |
| Q4 2021 | $510,000 | -1.5% | 8,935 | -4.3% | 0.23% | -8.5% |
| Q3 2021 | $518,000 | +3.2% | 9,334 | +4.1% | 0.25% | +6.5% |
| Q2 2021 | $502,000 | -8.9% | 8,963 | -12.8% | 0.23% | -16.5% |
| Q1 2021 | $551,000 | +12.9% | 10,282 | +10.0% | 0.28% | +6.5% |
| Q4 2020 | $488,000 | -0.4% | 9,344 | -7.6% | 0.26% | -19.9% |
| Q3 2020 | $490,000 | +0.4% | 10,116 | -3.9% | 0.33% | +9.8% |
| Q2 2020 | $488,000 | -2.2% | 10,526 | -12.7% | 0.30% | -17.0% |
| Q1 2020 | $499,000 | -16.4% | 12,063 | -3.3% | 0.36% | +44.4% |
| Q4 2019 | $597,000 | +8.2% | 12,471 | +4.0% | 0.25% | +1.6% |
| Q3 2019 | $552,000 | -4.5% | 11,992 | -4.5% | 0.24% | -6.9% |
| Q2 2019 | $578,000 | -3.8% | 12,560 | -6.6% | 0.26% | -4.4% |
| Q1 2019 | $601,000 | -37.8% | 13,443 | -42.5% | 0.27% | -39.2% |
| Q4 2018 | $967,000 | -63.1% | 23,397 | -59.7% | 0.45% | -54.3% |
| Q3 2018 | $2,623,000 | -29.3% | 58,122 | -30.5% | 0.99% | -36.5% |
| Q2 2018 | $3,710,000 | +113.1% | 83,632 | +114.1% | 1.55% | +106.9% |
| Q1 2018 | $1,741,000 | -0.2% | 39,055 | +0.5% | 0.75% | +6.1% |
| Q4 2017 | $1,745,000 | -7.2% | 38,855 | -7.4% | 0.71% | -12.2% |
| Q3 2017 | $1,881,000 | -7.2% | 41,955 | -9.8% | 0.80% | -7.9% |
| Q2 2017 | $2,027,000 | +54.4% | 46,491 | +50.1% | 0.87% | +38.5% |
| Q1 2017 | $1,313,000 | +5.5% | 30,979 | +1.0% | 0.63% | -3.4% |
| Q4 2016 | $1,245,000 | – | 30,675 | – | 0.65% | – |
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% |