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 | $466,888 | +14.5% | 9,441 | +9.2% | 0.19% | -6.0% |
| Q4 2022 | $407,797 | +6696.6% | 8,647 | +8295.1% | 0.20% | +6600.0% |
| Q2 2021 | $6,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 103 | +1.0% | 0.00% | -25.0% |
| Q3 2020 | $5,000 | -44.4% | 102 | -49.8% | 0.00% | -50.0% |
| Q2 2020 | $9,000 | +12.5% | 203 | +0.5% | 0.01% | -65.2% |
| Q1 2020 | $8,000 | -95.5% | 202 | -94.6% | 0.02% | -90.0% |
| Q4 2019 | $178,000 | – | 3,719 | – | 0.23% | – |
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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% |