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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $246,148 | +6.1% | 4,920 | 0.0% | 0.06% | -3.2% |
| Q4 2022 | $232,027 | +3.6% | 4,920 | -1.5% | 0.06% | -6.0% |
| Q3 2022 | $224,000 | -6.7% | 4,996 | 0.0% | 0.07% | -5.6% |
| Q2 2022 | $240,000 | -11.1% | 4,996 | 0.0% | 0.07% | +2.9% |
| Q1 2022 | $270,000 | -9.7% | 4,996 | -4.8% | 0.07% | -2.8% |
| Q4 2021 | $299,000 | 0.0% | 5,246 | -2.7% | 0.07% | -9.0% |
| Q3 2021 | $299,000 | -1.0% | 5,391 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $302,000 | +2.0% | 5,391 | -2.3% | 0.08% | -9.1% |
| Q1 2021 | $296,000 | +7.6% | 5,519 | +4.9% | 0.09% | -3.3% |
| Q4 2020 | $275,000 | +13.2% | 5,259 | +4.9% | 0.09% | -9.9% |
| Q3 2020 | $243,000 | -3.6% | 5,014 | -7.7% | 0.10% | -9.0% |
| Q2 2020 | $252,000 | +6.8% | 5,434 | -4.8% | 0.11% | -6.7% |
| Q1 2020 | $236,000 | -16.9% | 5,708 | -3.8% | 0.12% | +2.6% |
| Q4 2019 | $284,000 | +4.8% | 5,936 | +1.0% | 0.12% | +1.8% |
| Q3 2019 | $271,000 | +12.0% | 5,876 | +11.6% | 0.11% | +4.6% |
| Q2 2019 | $242,000 | +3.4% | 5,266 | +0.5% | 0.11% | -3.5% |
| Q1 2019 | $234,000 | +5.4% | 5,239 | -2.7% | 0.11% | -9.6% |
| Q4 2018 | $222,000 | -6.7% | 5,384 | +2.1% | 0.12% | +5.0% |
| Q3 2018 | $238,000 | +13.9% | 5,274 | +11.7% | 0.12% | +6.2% |
| Q2 2018 | $209,000 | -11.8% | 4,721 | -11.1% | 0.11% | -12.5% |
| Q1 2018 | $237,000 | +15.0% | 5,310 | +12.4% | 0.13% | +4.1% |
| Q2 2017 | $206,000 | – | 4,724 | – | 0.12% | – |
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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% |