ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,566 | -4.6% | 7,917 | 0.0% | 0.31% | +0.6% |
| Q2 2023 | $407,330 | +2.8% | 7,917 | 0.0% | 0.31% | +2.3% |
| Q1 2023 | $396,088 | +18.9% | 7,917 | +12.1% | 0.30% | +14.7% |
| Q4 2022 | $333,185 | +24.3% | 7,065 | +18.0% | 0.27% | +14.7% |
| Q3 2022 | $268,000 | -6.0% | 5,985 | +0.8% | 0.23% | +1.3% |
| Q2 2022 | $285,000 | -10.7% | 5,935 | +0.4% | 0.23% | 0.0% |
| Q1 2022 | $319,000 | +7.0% | 5,910 | +13.2% | 0.23% | +10.1% |
| Q4 2021 | $298,000 | – | 5,220 | – | 0.21% | – |
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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% |