ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 199 filers reported holding ISHARES TR in Q1 2020. 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 | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |