ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $357,669 | -3.2% | 7,239 | +0.8% | 0.20% | +3.1% |
| Q2 2023 | $369,683 | +7.0% | 7,185 | +4.0% | 0.19% | +3.2% |
| Q1 2023 | $345,535 | +9.3% | 6,907 | +3.1% | 0.19% | +1.1% |
| Q4 2022 | $316,000 | +6.0% | 6,701 | +0.1% | 0.18% | -4.6% |
| Q3 2022 | $298,000 | -7.2% | 6,691 | -0.5% | 0.19% | -3.5% |
| Q2 2022 | $321,000 | -11.3% | 6,728 | +0.4% | 0.20% | -14.8% |
| Q1 2022 | $362,000 | +8.4% | 6,701 | +10.1% | 0.24% | -2.5% |
| Q4 2021 | $334,000 | -0.9% | 6,085 | +0.1% | 0.24% | +3.0% |
| Q3 2021 | $337,000 | -0.9% | 6,081 | +0.0% | 0.24% | -2.1% |
| Q2 2021 | $340,000 | +8.3% | 6,079 | +3.7% | 0.24% | -6.2% |
| Q1 2021 | $314,000 | -6.5% | 5,860 | -8.9% | 0.26% | -4.1% |
| Q4 2020 | $336,000 | – | 6,434 | – | 0.27% | – |
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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% |