ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,336 | -12.6% | 13,616 | -9.3% | 0.07% | -12.0% |
| Q2 2023 | $757,002 | -7.2% | 15,014 | -7.9% | 0.08% | -11.7% |
| Q1 2023 | $815,786 | +2.5% | 16,306 | +0.7% | 0.09% | -10.5% |
| Q4 2022 | $795,575 | +5.7% | 16,197 | -3.8% | 0.10% | -14.6% |
| Q3 2022 | $753,000 | -36.5% | 16,844 | -31.7% | 0.12% | -30.1% |
| Q2 2022 | $1,185,000 | -14.2% | 24,652 | -5.2% | 0.18% | -2.2% |
| Q1 2022 | $1,381,000 | -6.2% | 26,002 | +0.8% | 0.18% | -0.6% |
| Q4 2021 | $1,473,000 | +4.8% | 25,807 | +1.9% | 0.18% | +1.7% |
| Q3 2021 | $1,405,000 | -4.7% | 25,321 | -3.9% | 0.18% | -7.3% |
| Q2 2021 | $1,475,000 | +6.3% | 26,339 | +1.7% | 0.19% | -1.5% |
| Q1 2021 | $1,387,000 | -4.0% | 25,891 | -6.5% | 0.20% | -3.9% |
| Q4 2020 | $1,445,000 | +7.8% | 27,686 | -0.0% | 0.20% | -2.4% |
| Q3 2020 | $1,341,000 | +3.9% | 27,694 | -0.5% | 0.21% | +5.1% |
| Q2 2020 | $1,291,000 | +13.6% | 27,833 | +1.4% | 0.20% | -1.0% |
| Q1 2020 | $1,136,000 | -17.7% | 27,456 | -4.8% | 0.20% | -7.8% |
| Q4 2019 | $1,380,000 | -1.8% | 28,853 | -5.5% | 0.22% | +1.9% |
| Q3 2019 | $1,406,000 | +2.8% | 30,521 | +2.6% | 0.21% | +1.9% |
| Q2 2019 | $1,368,000 | +12.1% | 29,736 | +8.9% | 0.21% | +1.0% |
| Q1 2019 | $1,220,000 | – | 27,303 | – | 0.21% | – |
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% |