ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,593 | -6.6% | 4,080 | -2.8% | 0.08% | -1.2% |
| Q2 2023 | $215,868 | +2.2% | 4,196 | -0.6% | 0.08% | -3.5% |
| Q1 2023 | $211,231 | -6.5% | 4,222 | -11.9% | 0.09% | -11.3% |
| Q4 2022 | $225,876 | +6.0% | 4,790 | +0.8% | 0.10% | -4.0% |
| Q3 2022 | $213,000 | -2.7% | 4,750 | +17.1% | 0.10% | +16.1% |
| Q1 2022 | $219,000 | -4.4% | 4,058 | +1.3% | 0.09% | -2.2% |
| Q4 2021 | $229,000 | -9.5% | 4,006 | -12.0% | 0.09% | -16.0% |
| Q3 2021 | $253,000 | 0.0% | 4,552 | +0.8% | 0.11% | -1.9% |
| Q2 2021 | $253,000 | -0.8% | 4,515 | -5.0% | 0.11% | -6.9% |
| Q1 2021 | $255,000 | -31.5% | 4,755 | -33.3% | 0.12% | -36.3% |
| Q4 2020 | $372,000 | +23.6% | 7,127 | +14.8% | 0.18% | +2.2% |
| Q3 2020 | $301,000 | +10.3% | 6,207 | +5.6% | 0.18% | -1.7% |
| Q2 2020 | $273,000 | +13.8% | 5,880 | +1.4% | 0.18% | -6.7% |
| Q1 2020 | $240,000 | +10.6% | 5,797 | +27.9% | 0.19% | +32.0% |
| Q4 2019 | $217,000 | +3.3% | 4,532 | -3.7% | 0.15% | -14.5% |
| Q1 2019 | $210,000 | -8.3% | 4,704 | -15.0% | 0.17% | -20.7% |
| Q4 2018 | $229,000 | – | 5,536 | – | 0.22% | – |
Download | ||||||
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% |