ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 246 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,072,272 | +4.0% | 57,760 | -3.4% | 0.34% | -9.7% |
| Q3 2023 | $2,952,941 | -0.5% | 59,764 | +3.6% | 0.38% | -3.5% |
| Q2 2023 | $2,967,081 | +11.1% | 57,669 | +8.1% | 0.40% | 0.0% |
| Q1 2023 | $2,669,921 | +4.0% | 53,366 | -2.0% | 0.40% | +0.8% |
| Q4 2022 | $2,567,179 | +21.8% | 54,436 | +15.7% | 0.39% | -3.7% |
| Q3 2022 | $2,108,000 | -3.2% | 47,066 | +3.8% | 0.41% | -1.0% |
| Q2 2022 | $2,177,000 | +1.1% | 45,348 | +13.6% | 0.41% | +5.9% |
| Q1 2022 | $2,154,000 | -0.5% | 39,921 | +5.2% | 0.39% | -6.1% |
| Q4 2021 | $2,165,000 | +19.4% | 37,933 | +16.1% | 0.41% | +2.5% |
| Q3 2021 | $1,813,000 | +10.0% | 32,685 | +11.1% | 0.40% | -7.8% |
| Q2 2021 | $1,648,000 | +6.6% | 29,424 | +1.9% | 0.44% | -22.1% |
| Q1 2021 | $1,546,000 | +11.9% | 28,866 | +9.0% | 0.56% | -3.6% |
| Q4 2020 | $1,382,000 | +9.2% | 26,474 | +1.3% | 0.58% | -15.3% |
| Q3 2020 | $1,266,000 | +9.8% | 26,133 | +5.2% | 0.69% | -16.4% |
| Q2 2020 | $1,153,000 | +45.6% | 24,850 | +29.9% | 0.82% | +51.1% |
| Q1 2020 | $792,000 | +1.7% | 19,131 | +17.4% | 0.54% | +13.8% |
| Q4 2019 | $779,000 | – | 16,292 | – | 0.48% | – |
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% |