ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $344,444 | -4.3% | 6,810 | -5.3% | 0.04% | +144.4% |
Q1 2023 | $359,916 | -15.5% | 7,193 | -20.3% | 0.02% | -10.0% |
Q4 2022 | $425,844 | +37.8% | 9,030 | +30.9% | 0.02% | +11.1% |
Q3 2022 | $309,000 | -0.3% | 6,896 | +6.8% | 0.02% | 0.0% |
Q2 2022 | $310,000 | -6.6% | 6,457 | +4.8% | 0.02% | +50.0% |
Q1 2022 | $332,000 | -89.9% | 6,161 | -89.3% | 0.01% | -90.0% |
Q4 2021 | $3,274,000 | – | 57,361 | – | 0.12% | – |
Download |
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% |