ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,248,880 | -2.9% | 65,754 | +1.2% | 2.78% | +3.2% |
Q2 2023 | $3,344,327 | +2.7% | 65,002 | -0.2% | 2.69% | -1.2% |
Q1 2023 | $3,257,678 | -0.1% | 65,115 | -5.8% | 2.73% | -7.6% |
Q4 2022 | $3,259,463 | +4.2% | 69,115 | -1.1% | 2.95% | -3.2% |
Q3 2022 | $3,129,000 | -5.4% | 69,880 | +1.4% | 3.05% | -1.3% |
Q2 2022 | $3,306,000 | -9.5% | 68,883 | +1.8% | 3.09% | -2.1% |
Q1 2022 | $3,653,000 | -6.4% | 67,697 | -1.0% | 3.15% | -3.1% |
Q4 2021 | $3,904,000 | -17.8% | 68,393 | -20.1% | 3.26% | -22.1% |
Q3 2021 | $4,747,000 | +0.8% | 85,578 | +1.8% | 4.18% | +0.9% |
Q2 2021 | $4,708,000 | +9.6% | 84,063 | +4.8% | 4.14% | +1.7% |
Q1 2021 | $4,296,000 | +10.7% | 80,217 | +7.9% | 4.07% | +4.8% |
Q4 2020 | $3,882,000 | – | 74,374 | – | 3.88% | – |
Download |
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% |