ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $361,846 | -4.0% | 7,323 | 0.0% | 0.03% | -3.1% |
Q2 2023 | $376,784 | -12.7% | 7,323 | -15.1% | 0.03% | -20.0% |
Q1 2023 | $431,424 | +5.9% | 8,623 | -0.2% | 0.04% | -4.8% |
Q4 2022 | $407,336 | -50.6% | 8,637 | -53.1% | 0.04% | -10.6% |
Q3 2022 | $825,000 | -34.4% | 18,411 | -29.6% | 0.05% | -34.7% |
Q2 2022 | $1,257,000 | -18.6% | 26,159 | -8.5% | 0.07% | -4.0% |
Q1 2022 | $1,544,000 | +81.4% | 28,602 | +92.3% | 0.08% | -10.7% |
Q4 2021 | $851,000 | +42.8% | 14,876 | +39.9% | 0.08% | +37.7% |
Q2 2021 | $596,000 | +4.7% | 10,631 | +0.0% | 0.06% | -19.7% |
Q1 2021 | $569,000 | +18.3% | 10,627 | +15.3% | 0.08% | +7.0% |
Q4 2020 | $481,000 | +10.6% | 9,218 | +2.6% | 0.07% | 0.0% |
Q3 2020 | $435,000 | +27.9% | 8,988 | +22.8% | 0.07% | +14.5% |
Q2 2020 | $340,000 | +12.2% | 7,321 | 0.0% | 0.06% | -10.1% |
Q1 2020 | $303,000 | -81.7% | 7,321 | -78.8% | 0.07% | -72.5% |
Q4 2019 | $1,656,000 | +4.1% | 34,612 | +0.4% | 0.25% | -24.2% |
Q3 2019 | $1,591,000 | +2.2% | 34,488 | +1.9% | 0.33% | +62.3% |
Q2 2019 | $1,556,000 | +3.3% | 33,840 | +0.5% | 0.20% | -39.1% |
Q1 2019 | $1,506,000 | +641.9% | 33,670 | +584.3% | 0.34% | +509.1% |
Q4 2018 | $203,000 | – | 4,920 | – | 0.06% | – |
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% |