ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |