ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $10,740,000 | +10.2% | 191,780 | +5.4% | 6.88% | +9.3% |
| Q1 2021 | $9,742,000 | +4.1% | 181,888 | +1.5% | 6.30% | +7.2% |
| Q4 2020 | $9,356,000 | +24.1% | 179,238 | +15.1% | 5.88% | -19.1% |
| Q3 2020 | $7,541,000 | +6.1% | 155,668 | +1.6% | 7.26% | +5.1% |
| Q2 2020 | $7,106,000 | +12.2% | 153,172 | +0.1% | 6.91% | -4.1% |
| Q1 2020 | $6,331,000 | – | 153,005 | – | 7.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |