ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 244 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,471,143 | -4.0% | 50,013 | 0.0% | 1.19% | +0.4% |
| Q2 2023 | $2,573,169 | +2.8% | 50,013 | 0.0% | 1.18% | -0.2% |
| Q1 2023 | $2,502,151 | -55.5% | 50,013 | -58.0% | 1.18% | -57.5% |
| Q4 2022 | $5,618,878 | +167.4% | 119,145 | +154.0% | 2.78% | +170.1% |
| Q3 2022 | $2,101,000 | -6.7% | 46,916 | 0.0% | 1.03% | -4.6% |
| Q2 2022 | $2,252,000 | -13.4% | 46,916 | -2.6% | 1.08% | +3.1% |
| Q1 2022 | $2,599,000 | -13.8% | 48,169 | -8.8% | 1.05% | +8.4% |
| Q4 2021 | $3,016,000 | +7.6% | 52,843 | +4.6% | 0.97% | +0.8% |
| Q3 2021 | $2,803,000 | -1.8% | 50,524 | -0.9% | 0.96% | +2.8% |
| Q2 2021 | $2,854,000 | +4.7% | 50,970 | +0.2% | 0.93% | -9.2% |
| Q1 2021 | $2,725,000 | +2.6% | 50,870 | 0.0% | 1.03% | -25.0% |
| Q4 2020 | $2,655,000 | +25.7% | 50,870 | +16.7% | 1.37% | +15.5% |
| Q3 2020 | $2,112,000 | -20.8% | 43,609 | -24.1% | 1.18% | -29.4% |
| Q2 2020 | $2,665,000 | +95.2% | 57,449 | +74.2% | 1.68% | +64.5% |
| Q1 2020 | $1,365,000 | +146.8% | 32,978 | +146.2% | 1.02% | +62.9% |
| Q4 2018 | $553,000 | – | 13,393 | – | 0.63% | – |
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% |