ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,299 | -3.7% | 5,965 | +0.8% | 0.16% | -0.6% |
| Q2 2023 | $304,533 | +2.7% | 5,919 | -0.1% | 0.16% | -4.8% |
| Q1 2023 | $296,478 | +9.1% | 5,926 | +2.9% | 0.17% | -2.3% |
| Q4 2022 | $271,642 | -12.9% | 5,760 | -17.4% | 0.17% | -25.7% |
| Q3 2022 | $312,000 | -13.8% | 6,973 | -7.4% | 0.23% | -11.5% |
| Q2 2022 | $362,000 | -9.5% | 7,532 | +2.0% | 0.26% | +1.6% |
| Q1 2022 | $400,000 | +4.7% | 7,386 | +10.5% | 0.26% | -8.6% |
| Q4 2021 | $382,000 | +3.5% | 6,685 | +0.4% | 0.28% | -6.0% |
| Q3 2021 | $369,000 | +2.2% | 6,658 | +2.6% | 0.30% | +1.7% |
| Q2 2021 | $361,000 | +5.9% | 6,488 | +4.5% | 0.29% | +0.7% |
| Q1 2021 | $341,000 | -13.9% | 6,209 | -18.1% | 0.29% | -23.2% |
| Q4 2020 | $396,000 | – | 7,584 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |