ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 310 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,802 | -5.6% | 8,070 | 0.0% | 0.19% | -3.1% |
| Q2 2023 | $420,336 | +4.9% | 8,070 | 0.0% | 0.19% | -3.0% |
| Q1 2023 | $400,756 | +0.3% | 8,070 | 0.0% | 0.20% | -3.9% |
| Q4 2022 | $399,707 | -0.3% | 8,070 | -10.2% | 0.21% | -18.8% |
| Q3 2022 | $401,000 | -37.1% | 8,990 | -32.7% | 0.26% | -28.0% |
| Q2 2022 | $638,000 | -8.9% | 13,355 | +2.9% | 0.35% | +9.3% |
| Q1 2022 | $700,000 | +0.7% | 12,975 | +6.5% | 0.32% | +5.5% |
| Q4 2021 | $695,000 | +1.8% | 12,180 | +0.3% | 0.31% | -3.8% |
| Q3 2021 | $683,000 | +8.2% | 12,140 | +5.7% | 0.32% | +0.9% |
| Q1 2021 | $631,000 | +7.5% | 11,490 | +2.2% | 0.32% | -8.9% |
| Q4 2020 | $587,000 | +7.7% | 11,245 | 0.0% | 0.35% | -2.5% |
| Q3 2020 | $545,000 | +4.4% | 11,245 | 0.0% | 0.36% | -4.3% |
| Q2 2020 | $522,000 | +16.8% | 11,245 | +4.2% | 0.37% | -5.6% |
| Q1 2020 | $447,000 | -13.4% | 10,795 | 0.0% | 0.39% | +15.9% |
| Q4 2019 | $516,000 | +2.6% | 10,795 | -1.1% | 0.34% | -2.3% |
| Q3 2019 | $503,000 | -4.9% | 10,915 | -5.0% | 0.35% | -2.0% |
| Q2 2019 | $529,000 | +0.4% | 11,485 | -2.6% | 0.36% | -3.5% |
| Q1 2019 | $527,000 | -2.4% | 11,795 | -7.7% | 0.37% | -19.8% |
| Q4 2018 | $540,000 | – | 12,780 | – | 0.46% | – |
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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% |