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 2022 | $159,000 | -24.3% | 3,540 | -8.9% | 0.10% | +1.0% |
| Q1 2022 | $210,000 | -17.3% | 3,884 | -12.8% | 0.10% | -18.8% |
| Q4 2021 | $254,000 | +2.8% | 4,455 | +0.1% | 0.13% | -9.2% |
| Q3 2021 | $247,000 | -21.1% | 4,450 | -20.3% | 0.14% | -27.7% |
| Q2 2021 | $313,000 | -20.4% | 5,581 | -22.7% | 0.20% | -17.4% |
| Q1 2021 | $393,000 | +12.9% | 7,221 | +9.5% | 0.24% | -10.9% |
| Q4 2020 | $348,000 | – | 6,592 | – | 0.26% | – |
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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% |