ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 330 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,070,216 | -11.2% | 36,758 | -12.2% | 0.14% | -14.0% |
| Q1 2024 | $2,331,206 | +6.1% | 41,875 | +1.4% | 0.16% | -2.5% |
| Q4 2023 | $2,197,285 | +4.1% | 41,310 | -3.3% | 0.16% | -5.8% |
| Q3 2023 | $2,111,141 | -4.4% | 42,727 | -0.5% | 0.17% | -3.4% |
| Q2 2023 | $2,209,147 | +1.1% | 42,938 | -1.7% | 0.18% | -4.3% |
| Q1 2023 | $2,185,248 | +94952.1% | 43,679 | -10.4% | 0.18% | -12.7% |
| Q4 2022 | $2,299 | -99.9% | 48,757 | -3.0% | 0.21% | -9.4% |
| Q3 2022 | $2,252,000 | -3.9% | 50,280 | +3.0% | 0.23% | +11.4% |
| Q2 2022 | $2,343,000 | -10.4% | 48,808 | +0.7% | 0.21% | 0.0% |
| Q1 2022 | $2,616,000 | -10.8% | 48,485 | -5.7% | 0.21% | -12.9% |
| Q4 2021 | $2,934,000 | +7.6% | 51,396 | +4.6% | 0.24% | -14.2% |
| Q3 2021 | $2,726,000 | +9.1% | 49,137 | +10.2% | 0.28% | +12.0% |
| Q2 2021 | $2,498,000 | -0.5% | 44,601 | -4.9% | 0.25% | -4.9% |
| Q1 2021 | $2,511,000 | -3.3% | 46,891 | -5.7% | 0.26% | -9.3% |
| Q4 2020 | $2,596,000 | +6.4% | 49,732 | -1.3% | 0.29% | -15.4% |
| Q3 2020 | $2,440,000 | +4.3% | 50,381 | -0.1% | 0.34% | -3.4% |
| Q2 2020 | $2,339,000 | +9.7% | 50,408 | -2.2% | 0.36% | -11.4% |
| Q1 2020 | $2,132,000 | -6.2% | 51,528 | +8.5% | 0.40% | -1.2% |
| Q4 2019 | $2,273,000 | – | 47,504 | – | 0.41% | – |
Download | ||||||
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% |