ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 282 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $908,236 | +3.2% | 16,126 | +2.0% | 0.00% | 0.0% |
| Q1 2024 | $880,213 | +11.7% | 15,811 | +6.8% | 0.00% | 0.0% |
| Q4 2023 | $787,758 | +16.5% | 14,810 | +8.3% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |