ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -5.8% | 2,100 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $120,000 | +2.6% | 2,100 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $117,000 | -5.6% | 2,100 | -5.3% | 0.03% | -7.1% |
| Q2 2021 | $124,000 | +4.2% | 2,217 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $119,000 | +2.6% | 2,217 | 0.0% | 0.03% | +42.9% |
| Q4 2020 | $116,000 | +8.4% | 2,217 | 0.0% | 0.02% | -4.5% |
| Q3 2020 | $107,000 | +3.9% | 2,217 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $103,000 | +12.0% | 2,217 | 0.0% | 0.02% | -8.3% |
| Q1 2020 | $92,000 | -23.3% | 2,217 | -11.9% | 0.02% | -7.7% |
| Q4 2019 | $120,000 | +4.3% | 2,517 | +1.1% | 0.03% | +30.0% |
| Q3 2019 | $115,000 | -12.2% | 2,490 | -15.8% | 0.02% | -33.3% |
| Q2 2019 | $131,000 | +4.0% | 2,958 | +5.2% | 0.03% | +25.0% |
| Q1 2019 | $126,000 | +3.3% | 2,811 | -4.4% | 0.02% | -7.7% |
| Q4 2018 | $122,000 | -8.3% | 2,939 | -0.7% | 0.03% | -3.7% |
| Q3 2018 | $133,000 | +1.5% | 2,960 | +0.1% | 0.03% | -3.6% |
| Q2 2018 | $131,000 | +2.3% | 2,957 | +3.1% | 0.03% | -3.4% |
| Q1 2018 | $128,000 | -3.0% | 2,867 | +0.4% | 0.03% | -6.5% |
| Q4 2017 | $132,000 | – | 2,857 | – | 0.03% | – |
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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% |