ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,512 | -4.4% | 11,188 | -0.3% | 0.21% | -5.0% |
| Q2 2023 | $582,023 | +0.6% | 11,225 | -1.9% | 0.22% | -13.7% |
| Q1 2023 | $578,543 | -6.3% | 11,438 | -9.9% | 0.26% | -9.3% |
| Q4 2022 | $617,608 | +5.8% | 12,695 | -2.7% | 0.28% | -8.2% |
| Q3 2022 | $584,000 | -4.1% | 13,052 | +3.0% | 0.31% | +0.3% |
| Q2 2022 | $609,000 | -5.7% | 12,670 | +3.1% | 0.30% | 0.0% |
| Q1 2022 | $646,000 | -0.9% | 12,286 | +6.7% | 0.30% | +3.0% |
| Q4 2021 | $652,000 | – | 11,513 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |