ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,453,995,000 | +88690.2% | 29,427 | -7.5% | 0.34% | -19.0% |
| Q2 2023 | $1,637,562 | +8.4% | 31,828 | +5.5% | 0.42% | +2.2% |
| Q1 2023 | $1,510,062 | +8.7% | 30,183 | +2.4% | 0.41% | -0.7% |
| Q4 2022 | $1,389,519 | +23.3% | 29,464 | +17.0% | 0.42% | +10.6% |
| Q3 2022 | $1,127,000 | -11.0% | 25,175 | -4.6% | 0.38% | -6.0% |
| Q2 2022 | $1,267,000 | -4.4% | 26,388 | +7.4% | 0.40% | +2.8% |
| Q1 2022 | $1,326,000 | +30.5% | 24,566 | +36.7% | 0.39% | -11.0% |
| Q4 2021 | $1,016,000 | -12.2% | 17,971 | -13.8% | 0.44% | +26.3% |
| Q3 2021 | $1,157,000 | +39.9% | 20,857 | +41.2% | 0.35% | +38.4% |
| Q2 2021 | $827,000 | +21.4% | 14,767 | +16.1% | 0.25% | +5.5% |
| Q1 2021 | $681,000 | +17.2% | 12,715 | +14.3% | 0.24% | +6.3% |
| Q4 2020 | $581,000 | – | 11,127 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |