ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,685 | -4.0% | 2,483 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $127,750 | +37.1% | 2,483 | +33.3% | 0.01% | +42.9% |
| Q1 2023 | $93,205 | +6.1% | 1,863 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $87,859 | +5.9% | 1,863 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $83,000 | -6.7% | 1,863 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $89,000 | -11.9% | 1,863 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $101,000 | -4.7% | 1,863 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $106,000 | -33.8% | 1,863 | -35.4% | 0.01% | -40.0% |
| Q3 2021 | $160,000 | +97.5% | 2,884 | +100.3% | 0.01% | +100.0% |
| Q2 2021 | $81,000 | +5.2% | 1,440 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $77,000 | – | 1,440 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |