ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,520,000 | -31.8% | 73,342 | -23.3% | 1.96% | +27.6% |
| Q1 2022 | $5,161,000 | -4.6% | 95,646 | +0.9% | 1.53% | +6.2% |
| Q4 2021 | $5,412,000 | +25.9% | 94,818 | +22.3% | 1.44% | +53.5% |
| Q3 2021 | $4,299,000 | +23.4% | 77,514 | +24.6% | 0.94% | +42.1% |
| Q2 2021 | $3,485,000 | +2.5% | 62,233 | -1.9% | 0.66% | 0.0% |
| Q1 2021 | $3,399,000 | +996.5% | 63,452 | +967.7% | 0.66% | +1103.6% |
| Q4 2020 | $310,000 | -16.0% | 5,943 | -21.9% | 0.06% | -27.6% |
| Q3 2020 | $369,000 | +5.1% | 7,613 | +0.7% | 0.08% | 0.0% |
| Q2 2020 | $351,000 | +3.5% | 7,560 | -7.6% | 0.08% | -9.5% |
| Q1 2020 | $339,000 | -15.0% | 8,183 | -1.8% | 0.08% | +5.0% |
| Q4 2019 | $399,000 | +731.2% | 8,333 | +683.9% | 0.08% | +566.7% |
| Q4 2017 | $48,000 | – | 1,063 | – | 0.01% | – |
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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% |