ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 322 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,187,421 | +438.7% | 21,083 | +408.8% | 0.08% | +375.0% |
| Q4 2023 | $220,426 | -43.3% | 4,144 | -42.5% | 0.02% | -59.0% |
| Q1 2022 | $389,000 | -0.5% | 7,212 | +5.3% | 0.04% | +2.6% |
| Q4 2021 | $391,000 | +66.4% | 6,852 | +61.4% | 0.04% | +52.0% |
| Q3 2021 | $235,000 | +13.5% | 4,246 | +9.6% | 0.02% | -3.8% |
| Q1 2021 | $207,000 | -20.1% | 3,873 | -22.0% | 0.03% | -27.8% |
| Q4 2020 | $259,000 | +28.2% | 4,968 | +18.7% | 0.04% | +9.1% |
| Q3 2020 | $202,000 | -24.3% | 4,185 | -35.4% | 0.03% | -45.0% |
| Q1 2020 | $267,000 | – | 6,476 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 532,907 | $30,418,000 | 8.34% |
| Strategic Wealth Partners Group, LLC | 648,327 | $37,007,000 | 6.42% |
| IronBridge Private Wealth, LLC | 115,062 | $6,568,000 | 3.42% |
| Fort Henry Capital, LLC | 68,393 | $3,904,000 | 3.26% |
| Consilium Wealth Advisory, LLC | 87,332 | $4,985,000 | 3.23% |
| Weaver Consulting Group | 93,048 | $5,311,000 | 2.56% |
| Madrona Financial Services, LLC | 83,265 | $4,753,000 | 2.01% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 1.86% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 64,334 | $3,672,000 | 1.71% |
| Integrity Financial Corp /WA | 37,877 | $2,162,000 | 1.60% |