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 | $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 ↓ |
|---|---|---|---|
| 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% |