ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 255 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $95,657 | -65.2% | 1,912 | -67.2% | 0.03% | -67.5% |
| Q4 2022 | $275,225 | +12.3% | 5,836 | +6.5% | 0.08% | -1.2% |
| Q3 2022 | $245,000 | +2.9% | 5,482 | +10.2% | 0.08% | +5.2% |
| Q2 2022 | $238,000 | +366.7% | 4,973 | +421.8% | 0.08% | +413.3% |
| Q1 2022 | $51,000 | +54.5% | 953 | +62.4% | 0.02% | +50.0% |
| Q4 2021 | $33,000 | +32.0% | 587 | +26.5% | 0.01% | +25.0% |
| Q3 2021 | $25,000 | +92.3% | 464 | +96.6% | 0.01% | +100.0% |
| Q2 2021 | $13,000 | – | 236 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |