ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 295 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,468,506 | -23.0% | 43,830 | -23.9% | 2.16% | -11.8% |
| Q1 2024 | $3,206,035 | +37.5% | 57,590 | +31.4% | 2.45% | +51.0% |
| Q4 2023 | $2,331,318 | -18.1% | 43,830 | -23.9% | 1.62% | -32.0% |
| Q3 2023 | $2,845,522 | -4.0% | 57,590 | 0.0% | 2.39% | +28.3% |
| Q2 2023 | $2,963,006 | +35.1% | 57,590 | +31.4% | 1.86% | +6.8% |
| Q1 2023 | $2,192,815 | +6.1% | 43,830 | 0.0% | 1.74% | -13.6% |
| Q4 2022 | $2,067,023 | -19.9% | 43,830 | -23.9% | 2.02% | -34.3% |
| Q3 2022 | $2,579,000 | -6.7% | 57,590 | 0.0% | 3.07% | -2.3% |
| Q2 2022 | $2,764,000 | -15.9% | 57,590 | 0.0% | 3.14% | +20.6% |
| Q1 2022 | $3,287,000 | 0.0% | 57,590 | 0.0% | 2.61% | +40.3% |
| Q4 2021 | $3,287,000 | – | 57,590 | – | 1.86% | – |
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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% |