ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,877 | -0.9% | 4,531 | +3.1% | 0.04% | 0.0% |
Q2 2023 | $226,020 | +11.5% | 4,393 | +8.4% | 0.04% | +2.6% |
Q1 2023 | $202,722 | -0.2% | 4,052 | -5.9% | 0.04% | -15.6% |
Q4 2022 | $203,071 | -9.7% | 4,306 | +3.1% | 0.04% | +28.6% |
Q1 2022 | $225,000 | -2.6% | 4,177 | +3.0% | 0.04% | 0.0% |
Q4 2021 | $231,000 | +5.5% | 4,054 | +2.8% | 0.04% | 0.0% |
Q3 2021 | $219,000 | 0.0% | 3,943 | +1.0% | 0.04% | +2.9% |
Q2 2021 | $219,000 | – | 3,904 | – | 0.03% | – |
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% |