ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 192 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $482,679 | +0.3% | 8,570 | -0.9% | 0.24% | -0.8% |
| Q1 2024 | $481,440 | +3.3% | 8,648 | -1.3% | 0.24% | -4.3% |
| Q4 2023 | $465,843 | +8.6% | 8,758 | +0.9% | 0.26% | -0.8% |
| Q3 2023 | $428,825 | -3.8% | 8,679 | +0.1% | 0.26% | -0.4% |
| Q2 2023 | $445,939 | +3.4% | 8,667 | +0.5% | 0.26% | -1.5% |
| Q1 2023 | $431,302 | +2.8% | 8,621 | -3.1% | 0.26% | +2.7% |
| Q4 2022 | $419,671 | +6.0% | 8,899 | +0.7% | 0.26% | -7.6% |
| Q3 2022 | $396,000 | -4.8% | 8,841 | +2.1% | 0.28% | -0.4% |
| Q2 2022 | $416,000 | -11.1% | 8,663 | -0.1% | 0.28% | -0.4% |
| Q1 2022 | $468,000 | -5.3% | 8,673 | +0.3% | 0.28% | +1.8% |
| Q4 2021 | $494,000 | +5.3% | 8,648 | +2.2% | 0.27% | -3.9% |
| Q3 2021 | $469,000 | -2.5% | 8,459 | -1.4% | 0.28% | -1.7% |
| Q2 2021 | $481,000 | +4.8% | 8,583 | +0.1% | 0.29% | -2.0% |
| Q1 2021 | $459,000 | -2.3% | 8,572 | -4.8% | 0.30% | -8.1% |
| Q4 2020 | $470,000 | +2.4% | 9,007 | -4.9% | 0.32% | -10.1% |
| Q3 2020 | $459,000 | +4.3% | 9,476 | -0.1% | 0.36% | -3.5% |
| Q2 2020 | $440,000 | +14.9% | 9,489 | +2.5% | 0.37% | -4.9% |
| Q1 2020 | $383,000 | -19.7% | 9,258 | -7.2% | 0.39% | +1.0% |
| Q4 2019 | $477,000 | +3.2% | 9,975 | -0.5% | 0.38% | -3.8% |
| Q3 2019 | $462,000 | – | 10,025 | – | 0.40% | – |
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% |