ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,789,924 | -3.4% | 76,704 | +0.5% | 1.71% | -1.2% |
| Q2 2023 | $3,925,198 | -9.4% | 76,292 | -11.9% | 1.73% | -12.7% |
| Q1 2023 | $4,330,356 | +4.8% | 86,555 | -1.2% | 1.98% | -5.9% |
| Q4 2022 | $4,131,322 | +1.4% | 87,602 | -3.7% | 2.11% | -9.8% |
| Q3 2022 | $4,073,000 | -7.1% | 90,945 | -0.4% | 2.34% | -4.6% |
| Q2 2022 | $4,384,000 | -11.9% | 91,338 | -0.9% | 2.45% | +1.6% |
| Q1 2022 | $4,975,000 | -6.3% | 92,201 | -0.9% | 2.41% | -5.6% |
| Q4 2021 | $5,311,000 | +5.1% | 93,048 | +2.1% | 2.56% | -6.9% |
| Q3 2021 | $5,055,000 | +0.2% | 91,129 | +1.1% | 2.75% | -3.4% |
| Q2 2021 | $5,045,000 | +4.2% | 90,096 | -0.3% | 2.84% | -4.4% |
| Q1 2021 | $4,842,000 | -0.1% | 90,412 | -2.6% | 2.97% | -1.6% |
| Q4 2020 | $4,847,000 | +12.2% | 92,847 | +4.1% | 3.02% | +21.5% |
| Q3 2020 | $4,319,000 | +6.3% | 89,157 | +1.8% | 2.49% | +5.2% |
| Q2 2020 | $4,064,000 | +10.2% | 87,596 | -1.7% | 2.36% | -1.8% |
| Q1 2020 | $3,689,000 | -9.2% | 89,150 | +1.1% | 2.41% | +10.8% |
| Q4 2019 | $4,061,000 | +3.5% | 88,170 | +2.8% | 2.17% | +4.6% |
| Q3 2019 | $3,925,000 | +0.2% | 85,762 | +0.7% | 2.08% | -2.7% |
| Q2 2019 | $3,919,000 | +2.6% | 85,151 | +0.9% | 2.14% | +98.4% |
| Q1 2019 | $3,818,000 | – | 84,423 | – | 1.08% | – |
Download | ||||||
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% |