ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 217 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $59,530 | +1.2% | 1,057 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $58,843 | +6.4% | 1,057 | +1.6% | 0.02% | 0.0% |
| Q4 2023 | $55,317 | +7.6% | 1,040 | 0.0% | 0.02% | -4.5% |
| Q3 2023 | $51,386 | -2.4% | 1,040 | +1.7% | 0.02% | +4.8% |
| Q2 2023 | $52,633 | +2.8% | 1,023 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $51,180 | +106525.0% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $48 | -99.9% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $46,000 | -6.1% | 1,023 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $49,000 | -10.9% | 1,023 | +0.4% | 0.02% | 0.0% |
| Q1 2022 | $55,000 | -1.8% | 1,019 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $56,000 | -8.2% | 1,019 | -7.0% | 0.02% | -11.5% |
| Q3 2021 | $61,000 | -47.0% | 1,096 | -46.5% | 0.03% | -46.9% |
| Q2 2021 | $115,000 | +4.5% | 2,050 | 0.0% | 0.05% | -2.0% |
| Q1 2021 | $110,000 | -23.6% | 2,050 | -25.8% | 0.05% | -23.1% |
| Q4 2020 | $144,000 | +7.5% | 2,764 | +0.1% | 0.06% | -3.0% |
| Q3 2020 | $134,000 | -2.2% | 2,762 | -6.4% | 0.07% | -8.2% |
| Q2 2020 | $137,000 | +7.9% | 2,951 | -3.8% | 0.07% | -5.2% |
| Q1 2020 | $127,000 | -60.6% | 3,066 | -54.5% | 0.08% | -55.7% |
| Q4 2019 | $322,000 | -18.9% | 6,737 | -21.8% | 0.17% | -26.6% |
| Q3 2019 | $397,000 | +0.3% | 8,616 | +0.0% | 0.24% | -3.7% |
| Q2 2019 | $396,000 | +3.4% | 8,612 | +0.6% | 0.25% | -5.7% |
| Q1 2019 | $383,000 | -23.9% | 8,560 | -29.7% | 0.26% | -34.8% |
| Q4 2018 | $503,000 | – | 12,170 | – | 0.40% | – |
Download | ||||||
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% |