ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 258 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $21,198 | -21.0% | 399 | -26.5% | 0.01% | -37.5% |
| Q3 2023 | $26,820 | +0.6% | 543 | +4.8% | 0.01% | +14.3% |
| Q2 2023 | $26,647 | +6.6% | 518 | +0.6% | 0.01% | -12.5% |
| Q2 2022 | $25,000 | -10.7% | 515 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $28,000 | -3.4% | 515 | +0.6% | 0.01% | -11.1% |
| Q4 2021 | $29,000 | -38.3% | 512 | -39.9% | 0.01% | -40.0% |
| Q3 2021 | $47,000 | -4.1% | 852 | -3.4% | 0.02% | -6.2% |
| Q2 2021 | $49,000 | -12.5% | 882 | -15.8% | 0.02% | -20.0% |
| Q1 2021 | $56,000 | +5.7% | 1,047 | +2.7% | 0.02% | -4.8% |
| Q4 2020 | $53,000 | +6.0% | 1,019 | -1.5% | 0.02% | -4.5% |
| Q3 2020 | $50,000 | -64.0% | 1,035 | -65.4% | 0.02% | -62.7% |
| Q2 2020 | $139,000 | +13.0% | 2,988 | +0.2% | 0.06% | -4.8% |
| Q1 2020 | $123,000 | 0.0% | 2,981 | +15.9% | 0.06% | +19.2% |
| Q4 2019 | $123,000 | +10.8% | 2,571 | +6.5% | 0.05% | +2.0% |
| Q3 2019 | $111,000 | -14.0% | 2,415 | -13.8% | 0.05% | -17.7% |
| Q2 2019 | $129,000 | -48.4% | 2,800 | -50.0% | 0.06% | -52.3% |
| Q1 2019 | $250,000 | -18.3% | 5,602 | -24.4% | 0.13% | -27.0% |
| Q4 2018 | $306,000 | – | 7,410 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |