ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $366,866 | -2.6% | 6,514 | -3.7% | 0.12% | -7.0% |
| Q1 2024 | $376,512 | +4.7% | 6,763 | +0.0% | 0.13% | -5.1% |
| Q4 2023 | $359,651 | +14.4% | 6,762 | +6.3% | 0.14% | 0.0% |
| 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% | – |
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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% |