ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $559,946 | -3.4% | 11,333 | +0.6% | 0.28% | +7.3% |
| Q2 2023 | $579,913 | +0.3% | 11,271 | -2.5% | 0.26% | -7.4% |
| Q1 2023 | $578,289 | -8.6% | 11,559 | -13.9% | 0.28% | -26.5% |
| Q4 2022 | $632,927 | -25.0% | 13,421 | -28.8% | 0.38% | -31.6% |
| Q3 2022 | $844,000 | -2.3% | 18,852 | +4.8% | 0.56% | -20.7% |
| Q2 2022 | $864,000 | -10.7% | 17,993 | +0.3% | 0.71% | +3.2% |
| Q1 2022 | $968,000 | +33.7% | 17,943 | +41.4% | 0.69% | +76.0% |
| Q4 2021 | $724,000 | +12.2% | 12,689 | +9.2% | 0.39% | +7.1% |
| Q3 2021 | $645,000 | -0.3% | 11,620 | +0.6% | 0.36% | -14.9% |
| Q2 2021 | $647,000 | -11.4% | 11,552 | -15.3% | 0.43% | -44.5% |
| Q1 2021 | $730,000 | +3.0% | 13,632 | +0.4% | 0.77% | -15.5% |
| Q4 2020 | $709,000 | +11.5% | 13,580 | +3.5% | 0.92% | -0.5% |
| Q3 2020 | $636,000 | +0.2% | 13,120 | -4.1% | 0.92% | -2.9% |
| Q2 2020 | $635,000 | +6.9% | 13,684 | -4.6% | 0.95% | -2.7% |
| Q1 2020 | $594,000 | -6.2% | 14,345 | +8.4% | 0.97% | +74.4% |
| Q4 2019 | $633,000 | – | 13,238 | – | 0.56% | – |
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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% |