ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $701,983 | -3.2% | 14,207 | +0.8% | 0.01% | 0.0% |
| Q2 2023 | $725,495 | -9.6% | 14,101 | -12.1% | 0.01% | -17.6% |
| Q1 2023 | $802,111 | +7.2% | 16,033 | +1.1% | 0.02% | 0.0% |
| Q4 2022 | $748,033 | +27.4% | 15,862 | +21.1% | 0.02% | +21.4% |
| Q3 2022 | $587,000 | -5.8% | 13,103 | +0.9% | 0.01% | -6.7% |
| Q2 2022 | $623,000 | -5.3% | 12,983 | +6.4% | 0.02% | +7.1% |
| Q1 2022 | $658,000 | -5.3% | 12,199 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $695,000 | +3.9% | 12,179 | +1.0% | 0.01% | -6.7% |
| Q3 2021 | $669,000 | -0.4% | 12,063 | +0.5% | 0.02% | +7.1% |
| Q2 2021 | $672,000 | +4.7% | 12,004 | +0.2% | 0.01% | -12.5% |
| Q1 2021 | $642,000 | -14.2% | 11,979 | -16.4% | 0.02% | -20.0% |
| Q4 2020 | $748,000 | +30.1% | 14,328 | +20.8% | 0.02% | +17.6% |
| Q3 2020 | $575,000 | +5.1% | 11,863 | +0.7% | 0.02% | 0.0% |
| Q2 2020 | $547,000 | -8.2% | 11,786 | -18.2% | 0.02% | -22.7% |
| Q1 2020 | $596,000 | -14.7% | 14,406 | -1.4% | 0.02% | -4.3% |
| Q4 2019 | $699,000 | +7.7% | 14,613 | +3.7% | 0.02% | -4.2% |
| Q3 2019 | $649,000 | +0.8% | 14,091 | +0.7% | 0.02% | -4.0% |
| Q2 2019 | $644,000 | – | 13,990 | – | 0.02% | – |
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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% |