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 | $850,540 | -0.0% | 18,035 | -0.0% | 0.30% | -9.3% |
| Q4 2022 | $850,729 | +5.4% | 18,039 | +0.1% | 0.33% | -0.9% |
| Q3 2022 | $807,000 | -73.8% | 18,018 | -72.0% | 0.34% | -73.3% |
| Q2 2022 | $3,085,000 | -13.2% | 64,275 | -2.4% | 1.26% | +0.2% |
| Q1 2022 | $3,555,000 | -9.7% | 65,873 | -4.5% | 1.26% | +4.0% |
| Q4 2021 | $3,936,000 | -4.1% | 68,961 | -6.8% | 1.21% | -8.3% |
| Q3 2021 | $4,103,000 | +2.1% | 73,971 | +3.0% | 1.32% | +1.2% |
| Q2 2021 | $4,020,000 | +48.9% | 71,782 | +42.4% | 1.30% | +36.7% |
| Q1 2021 | $2,699,000 | +54.6% | 50,397 | +50.7% | 0.95% | +42.0% |
| Q4 2020 | $1,746,000 | +147.3% | 33,449 | +129.4% | 0.67% | +118.2% |
| Q3 2020 | $706,000 | – | 14,578 | – | 0.31% | – |
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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% |