ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 231 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,029,621 | -24.2% | 18,282 | -25.0% | 0.19% | -41.2% |
| Q1 2024 | $1,357,656 | +9.4% | 24,388 | +4.5% | 0.32% | +1.6% |
| Q4 2023 | $1,241,190 | +10.9% | 23,335 | +3.0% | 0.32% | +0.3% |
| Q3 2023 | $1,118,958 | -2.8% | 22,646 | +1.2% | 0.31% | +7.5% |
| Q2 2023 | $1,150,909 | +8.5% | 22,369 | +5.5% | 0.29% | +7.0% |
| Q1 2023 | $1,060,373 | +0.4% | 21,195 | -5.4% | 0.27% | 0.0% |
| Q4 2022 | $1,056,154 | +4.2% | 22,395 | -1.1% | 0.27% | -1.1% |
| Q3 2022 | $1,014,000 | -7.6% | 22,641 | -0.9% | 0.28% | -9.2% |
| Q2 2022 | $1,097,000 | -10.5% | 22,858 | +0.6% | 0.30% | -13.1% |
| Q1 2022 | $1,226,000 | -0.1% | 22,722 | +5.7% | 0.35% | -0.8% |
| Q4 2021 | $1,227,000 | +2.9% | 21,497 | +0.0% | 0.35% | -6.9% |
| Q3 2021 | $1,192,000 | -3.3% | 21,492 | -2.4% | 0.38% | -38.9% |
| Q2 2021 | $1,233,000 | +4.8% | 22,020 | +0.3% | 0.62% | -5.2% |
| Q1 2021 | $1,176,000 | +8.6% | 21,955 | +5.8% | 0.65% | +6.3% |
| Q4 2020 | $1,083,000 | +18.5% | 20,750 | +10.0% | 0.62% | +13.3% |
| Q3 2020 | $914,000 | +0.4% | 18,869 | -3.8% | 0.54% | -12.0% |
| Q2 2020 | $910,000 | +42.2% | 19,615 | +26.7% | 0.62% | +27.5% |
| Q1 2020 | $640,000 | +13.3% | 15,477 | +31.0% | 0.48% | +28.4% |
| Q4 2019 | $565,000 | – | 11,815 | – | 0.38% | – |
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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% |