ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 282 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $536,014 | -49.9% | 9,629 | -37.9% | 0.22% | -51.3% |
| Q4 2023 | $1,069,897 | +102.6% | 15,495 | +44.8% | 0.45% | +89.0% |
| Q3 2023 | $528,160 | -5.2% | 10,701 | -1.1% | 0.24% | -1.7% |
| Q2 2023 | $556,851 | +1.6% | 10,823 | -1.2% | 0.24% | -4.8% |
| Q1 2023 | $547,934 | +10.1% | 10,952 | +3.8% | 0.25% | -12.5% |
| Q4 2022 | $497,560 | – | 10,551 | – | 0.29% | – |
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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% |