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 | $38,916 | -3.5% | 787 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $40,328 | +3.1% | 784 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $39,115 | +6.1% | 782 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36,871 | +5.3% | 782 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | +6.1% | 778 | +11.6% | 0.01% | +8.3% |
| Q2 2022 | $33,000 | -13.2% | 697 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $38,000 | -2.6% | 696 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $39,000 | +2.6% | 689 | +0.3% | 0.01% | -7.7% |
| Q3 2021 | $38,000 | +2.7% | 687 | +5.4% | 0.01% | +8.3% |
| Q2 2021 | $37,000 | +12.1% | 652 | +6.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +26.9% | 615 | +22.3% | 0.01% | +20.0% |
| Q4 2020 | $26,000 | +62.5% | 503 | +56.2% | 0.01% | +42.9% |
| Q3 2020 | $16,000 | – | 322 | – | 0.01% | – |
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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% |