ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,274,689 | +22.2% | 46,037 | +27.3% | 0.00% | 0.0% |
| Q2 2023 | $1,861,072 | -2.1% | 36,170 | -4.8% | 0.00% | 0.0% |
| Q1 2023 | $1,901,728 | -78.1% | 38,012 | -79.3% | 0.00% | -66.7% |
| Q4 2022 | $8,667,000 | +372.3% | 183,789 | +348.5% | 0.00% | +200.0% |
| Q3 2022 | $1,835,000 | -33.1% | 40,979 | -28.3% | 0.00% | 0.0% |
| Q2 2022 | $2,743,000 | +3.2% | 57,134 | +18.5% | 0.00% | 0.0% |
| Q1 2022 | $2,657,000 | -40.9% | 48,218 | -38.8% | 0.00% | 0.0% |
| Q4 2021 | $4,497,000 | +75.5% | 78,785 | +70.5% | 0.00% | 0.0% |
| Q3 2021 | $2,562,000 | +2.0% | 46,200 | +2.5% | 0.00% | 0.0% |
| Q2 2021 | $2,512,000 | +2.6% | 45,059 | -1.4% | 0.00% | 0.0% |
| Q1 2021 | $2,448,000 | +0.6% | 45,685 | -2.0% | 0.00% | 0.0% |
| Q4 2020 | $2,433,000 | -0.1% | 46,612 | -4.8% | 0.00% | 0.0% |
| Q3 2020 | $2,436,000 | -78.9% | 48,985 | -80.3% | 0.00% | -80.0% |
| Q2 2020 | $11,550,000 | +233.9% | 248,980 | +198.6% | 0.01% | +150.0% |
| Q1 2020 | $3,459,000 | -16.7% | 83,385 | -2.8% | 0.00% | 0.0% |
| Q4 2019 | $4,152,000 | -52.6% | 85,783 | -54.7% | 0.00% | -50.0% |
| Q3 2019 | $8,763,000 | +49.1% | 189,500 | +47.3% | 0.00% | +33.3% |
| Q2 2019 | $5,877,000 | +27.7% | 128,685 | +25.0% | 0.00% | +50.0% |
| Q1 2019 | $4,602,000 | -19.3% | 102,956 | -25.4% | 0.00% | -33.3% |
| Q4 2018 | $5,700,000 | -93.5% | 137,961 | +132.7% | 0.00% | -90.3% |
| Q3 2018 | $88,337,000 | +2381.4% | 59,291 | -26.1% | 0.03% | +1450.0% |
| Q2 2018 | $3,560,000 | -11.1% | 80,223 | -12.1% | 0.00% | 0.0% |
| Q1 2018 | $4,005,000 | +22.4% | 91,259 | +21.4% | 0.00% | +100.0% |
| Q4 2017 | $3,273,000 | +24.5% | 75,200 | +28.3% | 0.00% | 0.0% |
| Q3 2017 | $2,628,000 | +22.6% | 58,622 | +21.0% | 0.00% | 0.0% |
| Q2 2017 | $2,144,000 | +16.3% | 48,440 | +11.4% | 0.00% | 0.0% |
| Q1 2017 | $1,844,000 | +25.1% | 43,494 | +19.9% | 0.00% | 0.0% |
| Q4 2016 | $1,474,000 | +23.2% | 36,289 | +24.8% | 0.00% | 0.0% |
| Q3 2016 | $1,196,000 | +9.8% | 29,071 | +6.9% | 0.00% | 0.0% |
| Q2 2016 | $1,089,000 | +11.0% | 27,196 | +9.3% | 0.00% | 0.0% |
| Q1 2016 | $981,000 | +101.4% | 24,879 | +98.8% | 0.00% | – |
| Q4 2015 | $487,000 | +39.5% | 12,513 | +36.8% | 0.00% | – |
| Q3 2015 | $349,000 | -62.5% | 9,149 | -58.3% | 0.00% | -100.0% |
| Q2 2015 | $930,000 | +207.9% | 21,953 | +196.3% | 0.00% | – |
| Q1 2015 | $302,000 | -21.6% | 7,409 | -22.8% | 0.00% | – |
| Q4 2014 | $385,000 | -20.3% | 9,598 | -21.5% | 0.00% | – |
| Q3 2014 | $483,000 | +12.1% | 12,234 | +14.9% | 0.00% | – |
| Q2 2014 | $431,000 | -58.0% | 10,652 | -59.3% | 0.00% | -100.0% |
| Q1 2014 | $1,025,000 | -31.1% | 26,191 | -32.2% | 0.00% | 0.0% |
| Q4 2013 | $1,487,000 | +8.8% | 38,611 | +4.3% | 0.00% | 0.0% |
| Q3 2013 | $1,367,000 | +4.0% | 37,030 | -0.2% | 0.00% | 0.0% |
| Q2 2013 | $1,315,000 | – | 37,089 | – | 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% |