ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,177,266 | -13.0% | 44,361 | -8.8% | 0.00% | -40.0% |
| Q2 2023 | $2,501,349 | +23.0% | 48,616 | +19.5% | 0.01% | 0.0% |
| Q1 2023 | $2,032,878 | -3.3% | 40,673 | -8.4% | 0.01% | 0.0% |
| Q4 2022 | $2,101,957 | -55.4% | 44,392 | -57.9% | 0.01% | -80.0% |
| Q3 2022 | $4,715,000 | -20.0% | 105,390 | -14.3% | 0.02% | -7.4% |
| Q2 2022 | $5,892,000 | +3.5% | 122,952 | +12.5% | 0.03% | +58.8% |
| Q1 2022 | $5,693,000 | +8.0% | 109,318 | +18.5% | 0.02% | -5.6% |
| Q4 2021 | $5,269,000 | – | 92,268 | – | 0.02% | – |
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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% |