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 | $112,762 | 0.0% | 2,192 | 0.0% | 0.03% | +4.0% |
| Q2 2023 | $112,762 | +5.3% | 2,192 | -3.5% | 0.02% | -3.8% |
| Q4 2022 | $107,099 | +9.3% | 2,271 | +3.9% | 0.03% | 0.0% |
| Q3 2022 | $98,000 | -54.4% | 2,185 | -45.1% | 0.03% | -39.5% |
| Q1 2022 | $215,000 | -5.3% | 3,981 | 0.0% | 0.04% | -14.0% |
| Q4 2021 | $227,000 | +2.7% | 3,981 | +0.1% | 0.05% | -3.8% |
| Q3 2021 | $221,000 | +3.8% | 3,977 | +4.6% | 0.05% | +2.0% |
| Q2 2021 | $213,000 | -2.3% | 3,801 | -17.1% | 0.05% | -15.0% |
| Q4 2019 | $218,000 | +0.5% | 4,585 | -2.8% | 0.06% | +1.7% |
| Q3 2019 | $217,000 | -9.2% | 4,715 | -9.8% | 0.06% | -10.6% |
| Q2 2019 | $239,000 | +8.6% | 5,226 | +5.9% | 0.07% | -34.0% |
| Q1 2019 | $220,000 | – | 4,935 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 132,223 | $6,235,637 | 5.32% |
| Arden Trust Co | 514,670 | $24,271,837 | 4.93% |
| Wealth Quarterback LLC | 98,743 | $4,656,715 | 3.86% |
| Strategic Wealth Partners Group, LLC | 348,757 | $16,447 | 3.49% |
| Affiance Financial, LLC | 154,371 | $7,280,136 | 2.95% |
| Fort Henry Capital, LLC | 69,115 | $3,259,463 | 2.95% |
| Strategic Family Wealth Counselors, L.L.C. | 119,145 | $5,618,878 | 2.78% |
| Bell Investment Advisors, Inc | 229,188 | $10,808,492 | 2.69% |
| Worth Financial Advisory Group, LLC | 39,319 | $1,854,261 | 2.15% |
| UNIQUE WEALTH, LLC | 85,185 | $4,017,314 | 2.14% |