ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,063,540 | +51.9% | 19,710 | +32.8% | 0.63% | +32.5% |
| Q4 2022 | $699,999 | +5.1% | 14,843 | -0.2% | 0.47% | +15.3% |
| Q3 2022 | $666,000 | -11.9% | 14,875 | -5.6% | 0.41% | -2.6% |
| Q2 2022 | $756,000 | -28.9% | 15,753 | -20.1% | 0.42% | -8.1% |
| Q1 2022 | $1,064,000 | +1.6% | 19,710 | +7.4% | 0.46% | +1.3% |
| Q4 2021 | $1,047,000 | +5.7% | 18,346 | +2.7% | 0.45% | -20.2% |
| Q3 2021 | $991,000 | +2.5% | 17,866 | +3.6% | 0.57% | +6.6% |
| Q2 2021 | $967,000 | +4.5% | 17,238 | -0.1% | 0.53% | -7.1% |
| Q1 2021 | $925,000 | -36.9% | 17,263 | -38.5% | 0.57% | -50.3% |
| Q4 2020 | $1,465,000 | -1.3% | 28,065 | -10.1% | 1.16% | -16.5% |
| Q3 2020 | $1,484,000 | +31.1% | 31,235 | +28.0% | 1.38% | -6.8% |
| Q2 2020 | $1,132,000 | +5.4% | 24,411 | -0.3% | 1.48% | -23.5% |
| Q1 2020 | $1,074,000 | +404.2% | 24,481 | +449.8% | 1.94% | +860.9% |
| Q4 2019 | $213,000 | – | 4,453 | – | 0.20% | – |
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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% |