ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,697,813 | +184.9% | 13,809 | +122.7% | 0.12% | +177.3% |
| Q4 2022 | $595,858 | -27.8% | 6,200 | -32.4% | 0.04% | -18.5% |
| Q1 2022 | $825,000 | -48.6% | 9,178 | -81.4% | 0.05% | -46.5% |
| Q4 2021 | $1,606,000 | +501.5% | 49,399 | +926.8% | 0.10% | +461.1% |
| Q3 2021 | $267,000 | -81.1% | 4,811 | -89.5% | 0.02% | -80.9% |
| Q2 2021 | $1,412,000 | +383.6% | 45,777 | +740.9% | 0.09% | +347.6% |
| Q1 2021 | $292,000 | -68.1% | 5,444 | -62.8% | 0.02% | -66.7% |
| Q4 2020 | $916,000 | +36.5% | 14,651 | +86.9% | 0.06% | +10.5% |
| Q3 2020 | $671,000 | +117.9% | 7,839 | +86.0% | 0.06% | +96.6% |
| Q2 2020 | $308,000 | -80.3% | 4,214 | -87.8% | 0.03% | -83.3% |
| Q3 2018 | $1,560,000 | +33.1% | 34,563 | +30.4% | 0.17% | +22.5% |
| Q2 2018 | $1,172,000 | +185.9% | 26,501 | +188.2% | 0.14% | +167.9% |
| Q1 2018 | $410,000 | – | 9,196 | – | 0.05% | – |
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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% |