ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,526 | +10.0% | 5,787 | +16.0% | 0.17% | +13.2% |
| Q2 2023 | $258,705 | +9.9% | 4,988 | +6.6% | 0.15% | +2.7% |
| Q1 2023 | $235,382 | -2.2% | 4,680 | -5.5% | 0.15% | -7.5% |
| Q4 2022 | $240,625 | +12.4% | 4,954 | +4.2% | 0.16% | +0.6% |
| Q3 2022 | $214,000 | +2.9% | 4,754 | +7.8% | 0.16% | +3.2% |
| Q2 2022 | $208,000 | -19.7% | 4,409 | -12.2% | 0.15% | -14.4% |
| Q1 2022 | $259,000 | -5.8% | 5,022 | +2.9% | 0.18% | -8.6% |
| Q4 2021 | $275,000 | +10.9% | 4,880 | +9.0% | 0.20% | +3.7% |
| Q3 2021 | $248,000 | +2.5% | 4,478 | +4.5% | 0.19% | +1.6% |
| Q2 2021 | $242,000 | -6.6% | 4,286 | -13.0% | 0.19% | -30.7% |
| Q4 2020 | $259,000 | – | 4,927 | – | 0.27% | – |
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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% |