ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,031,299 | -7.4% | 162,544 | -3.5% | 0.08% | -9.2% |
| Q2 2023 | $8,669,634 | -5.6% | 168,506 | -8.2% | 0.09% | -13.0% |
| Q1 2023 | $9,180,255 | -3.2% | 183,495 | -8.8% | 0.10% | +19.0% |
| Q4 2022 | $9,484,206 | -99.9% | 201,107 | -49.7% | 0.08% | -12.5% |
| Q3 2022 | $8,964,956,000 | +93158.7% | 400,016 | +99.7% | 0.10% | -3.0% |
| Q2 2022 | $9,613,000 | -13.4% | 200,267 | -2.7% | 0.10% | -14.7% |
| Q1 2022 | $11,101,000 | -5.9% | 205,725 | -0.4% | 0.12% | -2.5% |
| Q4 2021 | $11,794,000 | +2.4% | 206,631 | -0.5% | 0.12% | +3.5% |
| Q3 2021 | $11,520,000 | +2.1% | 207,675 | +3.1% | 0.12% | -10.2% |
| Q2 2021 | $11,278,000 | +4.5% | 201,386 | -0.1% | 0.13% | -6.6% |
| Q1 2021 | $10,793,000 | -4.7% | 201,510 | -7.0% | 0.14% | +4.6% |
| Q4 2020 | $11,321,000 | -99.9% | 216,711 | +9.9% | 0.13% | -26.4% |
| Q3 2020 | $9,555,000,000 | – | 197,261 | – | 0.18% | – |
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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% |