ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 200 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $786,566 | -7.9% | 13,966 | -9.0% | 0.07% | -11.7% |
| Q1 2024 | $854,424 | -4.0% | 15,348 | -8.3% | 0.08% | -11.5% |
| Q4 2023 | $890,188 | +4.5% | 16,736 | -2.9% | 0.09% | -7.4% |
| Q3 2023 | $851,631 | -11.8% | 17,236 | -8.2% | 0.09% | -7.8% |
| Q2 2023 | $966,077 | -41.1% | 18,777 | -42.7% | 0.10% | -45.2% |
| Q1 2023 | $1,639,224 | -12.4% | 32,765 | -17.4% | 0.19% | -18.4% |
| Q4 2022 | $1,871,830 | -38.2% | 39,691 | -41.3% | 0.23% | -45.1% |
| Q3 2022 | $3,027,000 | -45.3% | 67,598 | -41.4% | 0.42% | -43.3% |
| Q2 2022 | $5,537,000 | +43.2% | 115,362 | +61.0% | 0.73% | +62.7% |
| Q1 2022 | $3,866,000 | -25.0% | 71,643 | -20.7% | 0.45% | -18.0% |
| Q4 2021 | $5,155,000 | +48.4% | 90,309 | +44.2% | 0.55% | +28.6% |
| Q3 2021 | $3,473,000 | +2.1% | 62,619 | +3.0% | 0.43% | +1.9% |
| Q2 2021 | $3,403,000 | +3.4% | 60,777 | -1.1% | 0.42% | -3.0% |
| Q1 2021 | $3,291,000 | -23.1% | 61,452 | -25.0% | 0.43% | -26.4% |
| Q4 2020 | $4,278,000 | +14.8% | 81,957 | +6.6% | 0.59% | -3.6% |
| Q3 2020 | $3,725,000 | +6.2% | 76,892 | +1.7% | 0.61% | -3.6% |
| Q2 2020 | $3,509,000 | +41.8% | 75,639 | +26.5% | 0.63% | +35.3% |
| Q1 2020 | $2,475,000 | -1.0% | 59,815 | +14.5% | 0.47% | +36.2% |
| Q4 2019 | $2,500,000 | +10.5% | 52,259 | +6.4% | 0.34% | +1.8% |
| Q3 2019 | $2,263,000 | +18.4% | 49,125 | +18.3% | 0.34% | +19.1% |
| Q2 2019 | $1,911,000 | +17.2% | 41,516 | +13.8% | 0.28% | +12.3% |
| Q1 2019 | $1,630,000 | -44.5% | 36,474 | -48.7% | 0.25% | -48.6% |
| Q4 2018 | $2,935,000 | +430.7% | 71,043 | +415.2% | 0.49% | +135.6% |
| Q4 2014 | $553,000 | – | 13,789 | – | 0.21% | – |
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% |