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 | $675,915 | -1.5% | 13,679 | +2.6% | 0.00% | 0.0% |
| Q2 2023 | $686,034 | +129830.7% | 13,334 | +26.3% | 0.00% | +50.0% |
| Q1 2023 | $528 | +6.2% | 10,556 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $497 | -99.9% | 10,556 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $468,000 | +18.8% | 10,452 | +27.2% | 0.00% | 0.0% |
| Q2 2022 | $394,000 | -11.1% | 8,216 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $443,000 | -5.3% | 8,216 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $468,000 | +2.6% | 8,216 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $456,000 | -7.9% | 8,226 | -7.1% | 0.00% | -33.3% |
| Q2 2021 | $495,000 | +17.9% | 8,855 | +12.7% | 0.00% | 0.0% |
| Q1 2021 | $420,000 | – | 7,859 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |