ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,142 | -3.8% | 32,608 | +0.2% | 1.02% | -6.0% |
| Q2 2023 | $1,674,821 | -0.2% | 32,552 | -1.9% | 1.08% | -2.5% |
| Q1 2023 | $1,678,619 | -6.7% | 33,187 | -13.0% | 1.11% | -5.4% |
| Q4 2022 | $1,798,506 | +768.8% | 38,136 | +726.3% | 1.18% | +784.2% |
| Q3 2022 | $207,000 | +81.6% | 4,615 | +93.7% | 0.13% | +90.0% |
| Q2 2022 | $114,000 | -60.4% | 2,382 | -55.4% | 0.07% | -55.1% |
| Q1 2022 | $288,000 | -13.5% | 5,337 | -8.6% | 0.16% | -8.8% |
| Q4 2021 | $333,000 | +8.1% | 5,841 | +5.1% | 0.17% | -1.2% |
| Q3 2021 | $308,000 | -33.8% | 5,555 | -33.1% | 0.17% | -36.2% |
| Q2 2021 | $465,000 | +13.1% | 8,304 | +8.3% | 0.27% | +6.3% |
| Q1 2021 | $411,000 | +621.1% | 7,668 | +605.4% | 0.26% | +589.2% |
| Q4 2020 | $57,000 | +200.0% | 1,087 | +180.9% | 0.04% | +184.6% |
| Q3 2020 | $19,000 | – | 387 | +3770.0% | 0.01% | – |
| Q2 2020 | $0 | – | 10 | – | 0.00% | – |
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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% |