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 | $396,250 | -11.4% | 8,019 | -7.8% | 0.01% | -28.6% |
| Q2 2023 | $447,486 | +3.6% | 8,698 | +0.7% | 0.01% | 0.0% |
| Q1 2023 | $432,106 | -4.2% | 8,636 | -9.7% | 0.01% | -22.2% |
| Q4 2022 | $450,941 | -1.1% | 9,561 | -6.1% | 0.01% | -10.0% |
| Q3 2022 | $456,000 | -7.5% | 10,184 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $493,000 | -68.7% | 10,242 | -62.9% | 0.01% | -75.6% |
| Q4 2021 | $1,576,000 | +3.9% | 27,603 | +0.9% | 0.04% | +10.8% |
| Q3 2021 | $1,517,000 | – | 27,348 | – | 0.04% | – |
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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% |