ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 231 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $138,787 | +1.2% | 2,464 | 0.0% | 0.11% | -6.8% |
| Q1 2024 | $137,165 | +4.3% | 2,464 | -0.4% | 0.12% | -5.6% |
| Q4 2023 | $131,540 | -34.3% | 2,473 | -38.9% | 0.12% | -23.3% |
| Q3 2023 | $200,092 | -1.2% | 4,050 | +2.8% | 0.16% | +4.5% |
| Q2 2023 | $202,608 | -8.6% | 3,938 | -11.2% | 0.16% | -13.3% |
| Q1 2023 | $221,763 | +3.0% | 4,433 | -2.9% | 0.18% | -2.7% |
| Q4 2022 | $215,234 | +8.7% | 4,564 | +3.1% | 0.18% | +16.4% |
| Q3 2022 | $198,000 | +26.9% | 4,425 | +36.1% | 0.16% | +39.5% |
| Q2 2022 | $156,000 | -10.9% | 3,252 | +0.3% | 0.11% | -2.6% |
| Q1 2022 | $175,000 | -5.4% | 3,241 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $185,000 | +8.8% | 3,241 | +5.6% | 0.12% | -0.8% |
| Q3 2021 | $170,000 | 0.0% | 3,070 | +0.9% | 0.12% | -0.8% |
| Q2 2021 | $170,000 | +10.4% | 3,044 | +6.1% | 0.12% | +0.8% |
| Q1 2021 | $154,000 | -3.1% | 2,870 | -5.9% | 0.12% | -10.4% |
| Q4 2020 | $159,000 | – | 3,049 | – | 0.13% | – |
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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% |