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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |