ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 317 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $853,288 | -7.5% | 15,151 | -8.6% | 0.09% | -11.3% |
| Q1 2024 | $922,568 | +2.7% | 16,572 | -1.9% | 0.10% | -4.9% |
| Q4 2023 | $898,613 | -9.3% | 16,894 | -15.7% | 0.10% | -20.3% |
| Q3 2023 | $990,423 | -3.9% | 20,045 | +0.1% | 0.13% | -3.0% |
| Q2 2023 | $1,030,595 | -5.2% | 20,031 | -7.8% | 0.13% | -12.0% |
| Q1 2023 | $1,086,952 | -15.2% | 21,726 | -20.1% | 0.15% | -26.8% |
| Q4 2022 | $1,281,620 | – | 27,176 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |