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 | $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% | – |
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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% |