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 2023 | $18,031 | +7.6% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $16,750 | -4.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,442 | +102500.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17 | +6.2% | 339 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $16 | -99.9% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 339 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $16,000 | -15.8% | 339 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $19,000 | 0.0% | 339 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $19,000 | +5.6% | 339 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $18,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +28.6% | 339 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $14,000 | -12.5% | 339 | 0.0% | 0.02% | +25.0% |
| Q4 2019 | $16,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $16,000 | 0.0% | 339 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $16,000 | +6.7% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,000 | +7.1% | 339 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $14,000 | -6.7% | 339 | 0.0% | 0.02% | +25.0% |
| Q3 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $15,000 | 0.0% | 339 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $15,000 | 0.0% | 339 | +0.9% | 0.01% | -7.7% |
| Q2 2017 | $15,000 | +15.4% | 336 | +13.1% | 0.01% | +8.3% |
| Q1 2017 | $13,000 | – | 297 | – | 0.01% | – |
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% |