ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 279 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,892,650 | +235.6% | 38,305 | +249.4% | 0.00% | – |
| Q2 2023 | $563,995 | +31.8% | 10,962 | +28.2% | 0.00% | – |
| Q1 2023 | $427,757 | +23.6% | 8,550 | +18.7% | 0.00% | – |
| Q2 2022 | $346,000 | -77.8% | 7,201 | -79.2% | 0.00% | – |
| Q3 2018 | $1,560,000 | +52.0% | 34,563 | +49.5% | 0.00% | – |
| Q2 2018 | $1,026,000 | +13.4% | 23,123 | +13.9% | 0.00% | – |
| Q1 2018 | $905,000 | -2.3% | 20,303 | -1.5% | 0.00% | – |
| Q4 2017 | $926,000 | +1.6% | 20,604 | +1.4% | 0.00% | – |
| Q3 2017 | $911,000 | +2.8% | 20,327 | 0.0% | 0.00% | – |
| Q2 2017 | $886,000 | +2.8% | 20,327 | 0.0% | 0.00% | – |
| Q1 2017 | $862,000 | +4.5% | 20,327 | 0.0% | 0.00% | – |
| Q4 2016 | $825,000 | +255.6% | 20,327 | +223.5% | 0.00% | – |
| Q3 2013 | $232,000 | – | 6,284 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |