ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 257 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,552 | -25.0% | 1,691 | -21.9% | 0.00% | -25.0% |
| Q2 2023 | $111,441 | +17.6% | 2,166 | +14.4% | 0.00% | 0.0% |
| Q1 2023 | $94,767 | +296046.9% | 1,894 | +182.3% | 0.00% | +100.0% |
| Q4 2022 | $32 | -99.9% | 671 | -51.1% | 0.00% | -50.0% |
| Q3 2022 | $61,000 | -29.1% | 1,371 | -23.9% | 0.00% | 0.0% |
| Q2 2022 | $86,000 | -11.3% | 1,802 | +0.1% | 0.00% | +33.3% |
| Q1 2022 | $97,000 | -40.1% | 1,801 | -36.6% | 0.00% | -25.0% |
| Q4 2021 | $162,000 | +194.5% | 2,839 | +184.2% | 0.00% | +300.0% |
| Q3 2021 | $55,000 | -1.8% | 999 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $56,000 | – | 999 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |