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 | $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 ↓ |
|---|---|---|---|
| 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% |