ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,503,941 | +3.3% | 50,677 | +7.6% | 0.38% | +8.5% |
| Q2 2023 | $2,423,058 | +89.2% | 47,095 | +84.0% | 0.35% | +77.8% |
| Q1 2023 | $1,280,612 | +11.8% | 25,597 | +5.4% | 0.20% | +5.9% |
| Q4 2022 | $1,145,106 | -57.0% | 24,281 | -59.2% | 0.19% | -61.9% |
| Q3 2022 | $2,666,000 | +8.1% | 59,542 | +15.9% | 0.49% | +29.6% |
| Q2 2022 | $2,467,000 | -17.2% | 51,394 | -6.9% | 0.38% | -5.7% |
| Q1 2022 | $2,978,000 | +0.4% | 55,185 | +6.3% | 0.40% | +3.6% |
| Q4 2021 | $2,965,000 | – | 51,938 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |