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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,470 | -11.7% | 15,249 | -8.1% | 0.08% | -9.8% |
| Q2 2023 | $853,477 | -3.5% | 16,588 | -6.2% | 0.09% | -8.9% |
| Q1 2023 | $884,865 | +2.1% | 17,687 | -3.8% | 0.10% | -6.5% |
| Q4 2022 | $867,040 | -16.1% | 18,385 | -20.4% | 0.11% | -24.5% |
| Q3 2022 | $1,034,000 | -6.1% | 23,110 | +0.7% | 0.14% | -8.9% |
| Q2 2022 | $1,101,000 | -10.8% | 22,950 | -6.0% | 0.16% | -7.1% |
| Q1 2022 | $1,234,000 | -8.2% | 24,418 | +3.7% | 0.17% | -5.1% |
| Q4 2021 | $1,344,000 | +7.9% | 23,550 | +4.8% | 0.18% | -2.7% |
| Q3 2021 | $1,246,000 | -7.1% | 22,476 | -5.9% | 0.18% | -11.6% |
| Q2 2021 | $1,341,000 | -14.3% | 23,884 | -18.3% | 0.21% | -14.8% |
| Q1 2021 | $1,565,000 | -0.9% | 29,235 | -1.5% | 0.24% | -6.5% |
| Q4 2020 | $1,579,000 | -3.0% | 29,677 | -11.7% | 0.26% | -19.0% |
| Q3 2020 | $1,628,000 | -4.0% | 33,624 | -4.9% | 0.32% | -8.3% |
| Q2 2020 | $1,695,000 | +29.5% | 35,344 | +11.7% | 0.35% | +4.8% |
| Q1 2020 | $1,309,000 | -20.0% | 31,646 | -7.5% | 0.33% | -7.7% |
| Q4 2019 | $1,636,000 | +10.6% | 34,207 | +6.5% | 0.36% | +2.5% |
| Q3 2019 | $1,479,000 | -6.9% | 32,113 | -7.0% | 0.35% | -11.1% |
| Q2 2019 | $1,589,000 | +5.5% | 34,534 | +2.5% | 0.40% | -2.5% |
| Q1 2019 | $1,506,000 | +6.8% | 33,697 | -1.3% | 0.41% | -6.4% |
| Q4 2018 | $1,410,000 | – | 34,141 | – | 0.44% | – |
Download | ||||||
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% |