ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,000 | -81.8% | 31 | -83.3% | 0.00% | -80.0% |
| Q4 2021 | $11,000 | -96.6% | 186 | -96.8% | 0.01% | -97.0% |
| Q3 2021 | $321,000 | +3466.7% | 5,789 | +3451.5% | 0.16% | +3200.0% |
| Q2 2021 | $9,000 | -94.3% | 163 | -94.5% | 0.01% | -94.2% |
| Q1 2021 | $158,000 | +2157.1% | 2,956 | +2122.6% | 0.09% | +2050.0% |
| Q4 2020 | $7,000 | +40.0% | 133 | +30.4% | 0.00% | +33.3% |
| Q3 2020 | $5,000 | +25.0% | 102 | +14.6% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | +33.3% | 89 | +21.9% | 0.00% | +50.0% |
| Q1 2020 | $3,000 | – | 73 | – | 0.00% | – |
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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% |