ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,610 | -4.0% | 660 | 0.0% | 0.00% | – |
| Q2 2023 | $33,958 | +2.8% | 660 | 0.0% | 0.00% | – |
| Q1 2023 | $33,020 | +6.1% | 660 | 0.0% | 0.00% | – |
| Q4 2022 | $31,126 | +3.8% | 660 | 0.0% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 660 | 0.0% | 0.00% | – |
| Q2 2022 | $32,000 | -11.1% | 660 | 0.0% | 0.00% | – |
| Q1 2022 | $36,000 | -5.3% | 660 | 0.0% | 0.00% | – |
| Q4 2021 | $38,000 | -7.3% | 660 | -12.1% | 0.00% | – |
| Q3 2021 | $41,000 | +13.9% | 751 | +13.8% | 0.00% | – |
| Q2 2021 | $36,000 | -26.5% | 660 | -27.5% | 0.00% | – |
| Q1 2021 | $49,000 | +4.3% | 910 | 0.0% | 0.00% | – |
| Q4 2020 | $47,000 | -49.5% | 910 | -52.6% | 0.00% | – |
| Q3 2020 | $93,000 | -32.1% | 1,921 | -35.4% | 0.00% | – |
| Q2 2020 | $137,000 | +12.3% | 2,973 | +1.7% | 0.00% | – |
| Q1 2020 | $122,000 | +32.6% | 2,923 | +52.0% | 0.00% | – |
| Q4 2019 | $92,000 | -32.4% | 1,923 | -35.0% | 0.00% | – |
| Q3 2019 | $136,000 | +353.3% | 2,959 | +348.3% | 0.00% | – |
| Q2 2019 | $30,000 | 0.0% | 660 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | +233.3% | 660 | +230.0% | 0.00% | – |
| Q2 2018 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $9,000 | -84.7% | 200 | -84.7% | 0.00% | – |
| Q4 2017 | $59,000 | +555.6% | 1,308 | +554.0% | 0.00% | – |
| Q3 2017 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $9,000 | -40.0% | 200 | -42.9% | 0.00% | – |
| Q1 2017 | $15,000 | +7.1% | 350 | 0.0% | 0.00% | – |
| Q4 2016 | $14,000 | -6.7% | 350 | -2.8% | 0.00% | – |
| Q3 2016 | $15,000 | +7.1% | 360 | 0.0% | 0.00% | – |
| Q2 2016 | $14,000 | 0.0% | 360 | 0.0% | 0.00% | – |
| Q1 2016 | $14,000 | 0.0% | 360 | 0.0% | 0.00% | – |
| Q4 2015 | $14,000 | 0.0% | 360 | 0.0% | 0.00% | – |
| Q3 2015 | $14,000 | +75.0% | 360 | +80.0% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2015 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2014 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q3 2014 | $8,000 | – | 200 | – | 0.00% | – |
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% |