ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $314,291 | -5.4% | 6,361 | -1.5% | 0.14% | -2.9% |
Q2 2023 | $332,348 | +2.8% | 6,460 | +0.0% | 0.14% | -4.8% |
Q1 2023 | $323,142 | +5.8% | 6,459 | -0.3% | 0.15% | -4.5% |
Q4 2022 | $305,548 | +52.0% | 6,479 | +83.7% | 0.15% | +87.8% |
Q4 2021 | $201,000 | 0.0% | 3,526 | -2.7% | 0.08% | -7.9% |
Q3 2021 | $201,000 | -1.0% | 3,624 | +0.0% | 0.09% | -1.1% |
Q2 2021 | $203,000 | -69.8% | 3,623 | -71.1% | 0.09% | -68.8% |
Q1 2021 | $672,000 | +1.4% | 12,548 | -1.2% | 0.29% | -3.7% |
Q4 2020 | $663,000 | +7.8% | 12,698 | +0.0% | 0.30% | +7.2% |
Q3 2020 | $615,000 | +4.4% | 12,696 | +0.0% | 0.28% | -5.1% |
Q2 2020 | $589,000 | +10.7% | 12,695 | -1.2% | 0.29% | -8.4% |
Q1 2020 | $532,000 | -13.9% | 12,845 | 0.0% | 0.32% | +27.9% |
Q4 2019 | $618,000 | +4.9% | 12,845 | +2.8% | 0.25% | 0.0% |
Q3 2019 | $589,000 | +6.3% | 12,493 | +3.3% | 0.25% | +0.4% |
Q2 2019 | $554,000 | +1.5% | 12,091 | 0.0% | 0.25% | -3.1% |
Q1 2019 | $546,000 | – | 12,091 | – | 0.26% | – |
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% |