ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $215,399 | +3.2% | 4,305 | -2.7% | 0.02% | -3.8% |
| Q4 2022 | $208,683 | -3.4% | 4,425 | -2.0% | 0.03% | -7.1% |
| Q2 2022 | $216,000 | -11.1% | 4,516 | -0.1% | 0.03% | 0.0% |
| Q1 2022 | $243,000 | -1.6% | 4,521 | +4.1% | 0.03% | +3.7% |
| Q4 2021 | $247,000 | -2.0% | 4,344 | -4.7% | 0.03% | -6.9% |
| Q3 2021 | $252,000 | -1.2% | 4,558 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $255,000 | -6.2% | 4,558 | -10.4% | 0.03% | -25.0% |
| Q1 2021 | $272,000 | +3.4% | 5,085 | +0.7% | 0.04% | 0.0% |
| Q4 2020 | $263,000 | +7.3% | 5,048 | -0.3% | 0.04% | -2.4% |
| Q3 2020 | $245,000 | +8.4% | 5,064 | +3.6% | 0.04% | +2.5% |
| Q2 2020 | $226,000 | +10.2% | 4,889 | -2.8% | 0.04% | -4.8% |
| Q1 2020 | $205,000 | -28.3% | 5,029 | -16.0% | 0.04% | -19.2% |
| Q4 2019 | $286,000 | -39.1% | 5,987 | -41.4% | 0.05% | -41.6% |
| Q3 2019 | $470,000 | +74.7% | 10,209 | +74.0% | 0.09% | +64.8% |
| Q2 2019 | $269,000 | -16.5% | 5,866 | -18.8% | 0.05% | -19.4% |
| Q1 2019 | $322,000 | +110.5% | 7,225 | +94.3% | 0.07% | +97.1% |
| Q4 2018 | $153,000 | – | 3,719 | – | 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% |