ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,657 | -45.4% | 6,125 | -43.1% | 0.15% | -42.0% |
| Q2 2023 | $554,107 | +14.2% | 10,770 | +11.1% | 0.26% | +3.9% |
| Q1 2023 | $485,101 | +3.4% | 9,696 | -2.5% | 0.25% | -1.9% |
| Q4 2022 | $469,078 | +13.6% | 9,947 | +7.9% | 0.26% | +5.3% |
| Q3 2022 | $413,000 | +23.7% | 9,220 | +32.4% | 0.25% | +32.3% |
| Q2 2022 | $334,000 | -31.6% | 6,965 | -23.0% | 0.19% | -25.6% |
| Q1 2022 | $488,000 | -4.1% | 9,050 | +1.4% | 0.25% | +1.2% |
| Q4 2021 | $509,000 | +86.4% | 8,923 | +81.5% | 0.25% | +73.9% |
| Q3 2021 | $273,000 | -83.9% | 4,917 | -83.8% | 0.14% | -83.3% |
| Q2 2021 | $1,695,000 | +15.1% | 30,261 | +10.0% | 0.85% | +9.8% |
| Q1 2021 | $1,473,000 | -2.7% | 27,504 | -5.2% | 0.77% | -10.2% |
| Q4 2020 | $1,514,000 | +5.1% | 29,008 | -2.5% | 0.86% | -7.1% |
| Q3 2020 | $1,441,000 | +7.7% | 29,740 | +3.1% | 0.93% | +0.7% |
| Q2 2020 | $1,338,000 | +19.0% | 28,840 | +6.2% | 0.92% | +1.9% |
| Q1 2020 | $1,124,000 | -47.1% | 27,168 | -38.8% | 0.90% | -46.8% |
| Q4 2019 | $2,123,000 | +7.4% | 44,371 | +3.4% | 1.70% | -3.9% |
| Q3 2019 | $1,976,000 | +5.0% | 42,905 | +4.9% | 1.77% | +19.4% |
| Q2 2019 | $1,882,000 | +2.0% | 40,896 | +0.3% | 1.48% | +0.1% |
| Q1 2019 | $1,845,000 | +42.4% | 40,776 | +29.9% | 1.48% | +19.7% |
| Q4 2018 | $1,296,000 | – | 31,380 | – | 1.24% | – |
Download | ||||||
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% |