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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $409,334 | -6.3% | 7,956 | -8.9% | 0.13% | -10.5% |
| Q1 2023 | $437,056 | +14.1% | 8,736 | +7.5% | 0.14% | +2.1% |
| Q4 2022 | $383,154 | +1.6% | 8,125 | -3.5% | 0.14% | -2.1% |
| Q3 2022 | $377,033 | -4.1% | 8,420 | +2.8% | 0.14% | +0.7% |
| Q2 2022 | $393,175 | -10.5% | 8,191 | +0.6% | 0.14% | +2.2% |
| Q1 2022 | $439,396 | -12.7% | 8,143 | -7.6% | 0.14% | -4.1% |
| Q4 2021 | $503,128 | +14.0% | 8,814 | +10.8% | 0.14% | +7.4% |
| Q3 2021 | $441,163 | -0.3% | 7,953 | +0.7% | 0.14% | 0.0% |
| Q2 2021 | $442,468 | +49.9% | 7,901 | +43.4% | 0.14% | +36.4% |
| Q1 2021 | $295,116 | – | 5,510 | – | 0.10% | – |
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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% |