BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 199 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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,223,621
-86.0%
23,983
-85.8%
0.00%
-100.0%
Q2 2023$8,723,986
+1170.9%
168,971
+1065.8%
0.00%
Q4 2022$686,436
-4.3%
14,494
-2.3%
0.00%
Q3 2022$717,000
+1.6%
14,828
+1.9%
0.00%
Q2 2022$706,000
-24.7%
14,551
-15.3%
0.00%
Q1 2022$937,000
+11.3%
17,173
+16.8%
0.00%
Q4 2021$842,000
+1258.1%
14,709
+1242.1%
0.00%
Q3 2021$62,000
-18.4%
1,096
-18.7%
0.00%
Q2 2021$76,000
+261.9%
1,348
+250.1%
0.00%
Q1 2021$21,000
-77.9%
385
-81.0%
0.00%
Q2 2020$95,000
-66.5%
2,030
-70.9%
0.00%
Q1 2020$284,000
-4.1%
6,968
+4.5%
0.00%
Q2 2018$296,000
-34.8%
6,670
-34.0%
0.00%
Q4 2017$454,000
-15.6%
10,110
-15.8%
0.00%
Q3 2017$538,000
+2.9%
12,0000.0%0.00%
-100.0%
Q2 2017$523,000
+786.4%
12,000
+703.8%
0.00%
Q1 2016$59,000
+1.7%
1,4930.0%0.00%
Q4 2015$58,000
+1.8%
1,4930.0%0.00%
Q3 2015$57,000
-6.6%
1,4930.0%0.00%
Q2 2015$61,0000.0%1,4930.0%0.00%
Q1 2015$61,000
+1.7%
1,4930.0%0.00%
Q4 2014$60,000
+1.7%
1,4930.0%0.00%
Q3 2014$59,000
-1.7%
1,4930.0%0.00%
Q2 2014$60,000
-31.8%
1,493
-34.0%
0.00%
Q1 2014$88,0002,2610.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 301,298$14,887,14010.42%
Fort Henry Capital, LLC 65,754$3,248,8802.78%
Strategic Wealth Partners Group, LLC 331,953$16,401,8392.43%
VIEWPOINT INVESTMENT PARTNERS CORP 57,590$2,845,5222.39%
Bell Investment Advisors, Inc 156,982$7,756,4811.74%
UNIQUE WEALTH, LLC 83,213$4,111,5431.72%
Weaver Consulting Group 76,704$3,789,9241.71%
Worth Financial Advisory Group, LLC 37,960$1,875,5831.69%
BSW Wealth Partners 129,840$6,415,3941.43%
ASPIRIANT, LLC 520,702$25,727,9131.32%
View complete list of ISHARES TR shareholders