ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $636,344 | +14.3% | 11,964 | +3.2% | 0.46% | +14.0% |
| Q3 2023 | $556,890 | +0.9% | 11,595 | +9.0% | 0.41% | -15.1% |
| Q2 2023 | $551,666 | +0.3% | 10,640 | -3.3% | 0.48% | -12.9% |
| Q1 2023 | $550,279 | +7.8% | 10,999 | +1.6% | 0.55% | +18.3% |
| Q4 2022 | $510,315 | +13.4% | 10,821 | +7.4% | 0.46% | -0.9% |
| Q3 2022 | $450,000 | -4.1% | 10,076 | +3.0% | 0.47% | +2.0% |
| Q2 2022 | $469,000 | -3.3% | 9,784 | +9.1% | 0.46% | +27.5% |
| Q1 2022 | $485,000 | – | 8,966 | – | 0.36% | – |
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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% |