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 | $14,823 | -15.3% | 300 | -11.8% | 0.00% | 0.0% |
| Q2 2023 | $17,493 | +2.8% | 340 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,010 | +0.2% | 340 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $16,978 | -26.2% | 360 | -10.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -18.5% | 400 | -15.8% | 0.00% | -33.3% |
| Q2 2021 | $27,000 | +8.0% | 475 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | -7.4% | 475 | -9.5% | 0.00% | 0.0% |
| Q4 2020 | $27,000 | 0.0% | 525 | -4.5% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | -10.0% | 550 | -15.4% | 0.00% | -25.0% |
| Q2 2020 | $30,000 | +3.4% | 650 | -7.5% | 0.00% | -20.0% |
| Q1 2020 | $29,000 | -14.7% | 703 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $34,000 | – | 703 | – | 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% |