ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 285 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |