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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,241 | -3.3% | 2,757 | +0.7% | 0.11% | 0.0% |
| Q2 2023 | $140,847 | +11.4% | 2,737 | +8.3% | 0.11% | +3.7% |
| Q1 2023 | $126,446 | +106157.1% | 2,527 | 0.0% | 0.11% | +2.9% |
| Q4 2022 | $119 | -99.9% | 2,527 | +1.0% | 0.10% | 0.0% |
| Q3 2022 | $112,000 | -5.9% | 2,502 | +0.7% | 0.10% | -6.3% |
| Q2 2022 | $119,000 | -11.2% | 2,484 | +0.3% | 0.11% | -7.5% |
| Q1 2022 | $134,000 | -4.3% | 2,477 | +0.8% | 0.12% | -3.2% |
| Q4 2021 | $140,000 | – | 2,458 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |