ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |