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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $220,001 | +4.3% | 4,665 | -1.2% | 0.12% | -3.2% |
| Q3 2022 | $211,000 | -14.2% | 4,720 | -7.9% | 0.13% | -9.4% |
| Q2 2022 | $246,000 | +4.2% | 5,127 | +17.0% | 0.14% | +19.8% |
| Q1 2022 | $236,000 | -12.6% | 4,382 | -7.2% | 0.12% | -11.5% |
| Q4 2021 | $270,000 | -0.7% | 4,724 | -3.8% | 0.13% | -9.0% |
| Q3 2021 | $272,000 | -7.8% | 4,909 | -6.8% | 0.14% | -6.5% |
| Q2 2021 | $295,000 | -1.7% | 5,266 | -27.4% | 0.15% | -48.0% |
| Q1 2021 | $300,000 | -23.7% | 7,249 | -3.7% | 0.30% | +22.3% |
| Q4 2020 | $393,000 | +4.0% | 7,530 | -3.5% | 0.24% | -9.0% |
| Q3 2020 | $378,000 | +6.5% | 7,801 | +2.1% | 0.27% | -5.0% |
| Q2 2020 | $355,000 | +18.3% | 7,644 | +5.4% | 0.28% | -5.4% |
| Q1 2020 | $300,000 | -23.9% | 7,249 | -12.0% | 0.30% | -8.1% |
| Q4 2019 | $394,000 | -4.4% | 8,242 | -7.8% | 0.32% | -12.7% |
| Q3 2019 | $412,000 | -4.0% | 8,942 | -4.1% | 0.37% | -7.3% |
| Q2 2019 | $429,000 | +7.0% | 9,325 | +3.9% | 0.40% | +2.8% |
| Q1 2019 | $401,000 | -5.4% | 8,975 | -12.5% | 0.39% | -15.1% |
| Q4 2018 | $424,000 | -21.8% | 10,258 | -14.6% | 0.46% | -8.4% |
| Q3 2018 | $542,000 | +69.9% | 12,017 | +67.3% | 0.50% | +74.7% |
| Q2 2018 | $319,000 | -0.3% | 7,183 | -0.1% | 0.28% | -1.0% |
| Q1 2018 | $320,000 | -7.8% | 7,187 | -6.8% | 0.29% | -9.1% |
| Q4 2017 | $347,000 | – | 7,714 | – | 0.32% | – |
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% |