ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 317 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $48,424 | +0.9% | 860 | -0.2% | 0.01% | 0.0% |
| Q1 2024 | $48,008 | +4.1% | 862 | -0.6% | 0.01% | 0.0% |
| Q4 2023 | $46,135 | +8.7% | 867 | +0.9% | 0.01% | 0.0% |
| Q3 2023 | $42,443 | -5.4% | 859 | -1.5% | 0.01% | -10.0% |
| Q2 2023 | $44,883 | +3.3% | 872 | +0.3% | 0.01% | -16.7% |
| Q1 2023 | $43,470 | +6.1% | 869 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $40,977 | -0.1% | 869 | +1.9% | 0.01% | +9.1% |
| Q2 2022 | $41,000 | -74.5% | 853 | -71.4% | 0.01% | -73.8% |
| Q1 2022 | $161,000 | +5.2% | 2,986 | +11.1% | 0.04% | +13.5% |
| Q4 2021 | $153,000 | +410.0% | 2,688 | +389.6% | 0.04% | +208.3% |
| Q3 2021 | $30,000 | +11.1% | 549 | +11.8% | 0.01% | +50.0% |
| Q2 2021 | $27,000 | +285.7% | 491 | +292.8% | 0.01% | +60.0% |
| Q4 2020 | $7,000 | – | 125 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |