ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 205 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $265,267 | -4.4% | 4,710 | -5.5% | 0.21% | -7.5% |
| Q1 2024 | $277,459 | -0.5% | 4,984 | -5.0% | 0.23% | -3.0% |
| Q4 2023 | $278,982 | -0.8% | 5,245 | -7.8% | 0.23% | -10.0% |
| Q3 2023 | $281,093 | -1.8% | 5,689 | +2.2% | 0.26% | +4.4% |
| Q2 2023 | $286,319 | +5.8% | 5,565 | +2.9% | 0.25% | +9.7% |
| Q1 2023 | $270,662 | +6.9% | 5,410 | +0.8% | 0.23% | +8.7% |
| Q4 2022 | $253,108 | +3.7% | 5,367 | -1.7% | 0.21% | +20.2% |
| Q3 2022 | $244,000 | -10.0% | 5,462 | +8.6% | 0.17% | +16.9% |
| Q1 2022 | $271,000 | -4.6% | 5,029 | +0.9% | 0.15% | -1.3% |
| Q4 2021 | $284,000 | +5.6% | 4,984 | +2.7% | 0.15% | 0.0% |
| Q3 2021 | $269,000 | +1.5% | 4,852 | +2.4% | 0.15% | +2.7% |
| Q2 2021 | $265,000 | +8.2% | 4,736 | +3.5% | 0.15% | +2.1% |
| Q1 2021 | $245,000 | +5.6% | 4,576 | +2.8% | 0.14% | -1.4% |
| Q4 2020 | $232,000 | +12.6% | 4,451 | +4.3% | 0.14% | -1.4% |
| Q3 2020 | $206,000 | +20500.0% | 4,266 | +10304.9% | 0.15% | +14600.0% |
| Q4 2019 | $1,000 | – | 41 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |