ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $300,430 | +5.7% | 6,005 | -0.3% | 0.12% | -1.7% |
| Q4 2022 | $284,186 | +0.8% | 6,026 | +2.5% | 0.12% | 0.0% |
| Q2 2022 | $282,000 | -9.6% | 5,881 | +1.7% | 0.12% | -4.8% |
| Q1 2022 | $312,000 | -1.6% | 5,781 | +4.1% | 0.12% | -3.9% |
| Q4 2021 | $317,000 | -52.4% | 5,551 | -53.7% | 0.13% | -56.7% |
| Q3 2021 | $666,000 | -4.4% | 11,999 | -3.6% | 0.30% | -7.5% |
| Q2 2021 | $697,000 | +1.3% | 12,442 | -3.1% | 0.32% | -9.6% |
| Q1 2021 | $688,000 | +5.0% | 12,844 | +2.3% | 0.36% | -2.5% |
| Q4 2020 | $655,000 | +12.2% | 12,554 | +4.2% | 0.36% | -7.1% |
| Q3 2020 | $584,000 | +4.7% | 12,051 | +0.1% | 0.39% | -5.5% |
| Q2 2020 | $558,000 | +14.8% | 12,039 | +2.5% | 0.42% | -5.5% |
| Q1 2020 | $486,000 | -12.1% | 11,747 | +1.7% | 0.44% | -1.3% |
| Q4 2019 | $553,000 | – | 11,551 | – | 0.45% | – |
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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% |