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 | $295,000 | -3.9% | 5,971 | 0.0% | 0.04% | +22.2% |
| Q2 2023 | $307,000 | +2.0% | 5,971 | -0.7% | 0.04% | -5.3% |
| Q1 2023 | $301,000 | +6.0% | 6,015 | 0.0% | 0.04% | -7.3% |
| Q4 2022 | $284,000 | -1.4% | 6,015 | -6.6% | 0.04% | -16.3% |
| Q3 2022 | $288,000 | -6.8% | 6,438 | -0.0% | 0.05% | -12.5% |
| Q2 2022 | $309,000 | -11.7% | 6,440 | -0.8% | 0.06% | 0.0% |
| Q1 2022 | $350,000 | -16.3% | 6,489 | -11.4% | 0.06% | -12.5% |
| Q4 2021 | $418,000 | +3.0% | 7,328 | 0.0% | 0.06% | -3.0% |
| Q3 2021 | $406,000 | -1.2% | 7,328 | -0.1% | 0.07% | +8.2% |
| Q2 2021 | $411,000 | +4.1% | 7,332 | -0.5% | 0.06% | -9.0% |
| Q1 2021 | $395,000 | – | 7,368 | – | 0.07% | – |
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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% |