ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |