ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 294 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319 | +51.9% | 6,452 | +58.4% | 0.03% | +55.6% |
| Q2 2023 | $210 | -5.4% | 4,072 | -8.4% | 0.02% | 0.0% |
| Q1 2023 | $222 | +5.7% | 4,445 | -0.2% | 0.02% | -10.0% |
| Q4 2022 | $210 | -99.9% | 4,455 | -5.1% | 0.02% | 0.0% |
| Q3 2022 | $210,000 | -10.6% | 4,695 | -3.9% | 0.02% | -13.0% |
| Q2 2022 | $235,000 | -15.5% | 4,888 | -5.2% | 0.02% | +4.5% |
| Q1 2022 | $278,000 | -7.0% | 5,155 | -1.4% | 0.02% | -4.3% |
| Q4 2021 | $299,000 | +72.8% | 5,230 | +68.1% | 0.02% | +64.3% |
| Q3 2021 | $173,000 | -63.4% | 3,112 | -63.1% | 0.01% | -65.0% |
| Q2 2021 | $473,000 | +1.7% | 8,441 | -2.8% | 0.04% | -13.0% |
| Q1 2021 | $465,000 | +3.3% | 8,686 | +0.8% | 0.05% | -2.1% |
| Q4 2020 | $450,000 | +268.9% | 8,617 | +243.3% | 0.05% | +176.5% |
| Q3 2020 | $122,000 | -71.1% | 2,510 | +27788.9% | 0.02% | -77.6% |
| Q3 2018 | $422,000 | -16.1% | 9 | -99.9% | 0.08% | +10.1% |
| Q2 2018 | $503,000 | – | 11,344 | – | 0.07% | – |
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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% |