ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |