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 | $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 ↓ |
|---|---|---|---|
| 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% |