ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $228,000 | +1.8% | 4,109 | +25.4% | 0.01% | 0.0% |
| Q2 2021 | $224,000 | -99.6% | 3,277 | +206.0% | 0.01% | +120.0% |
| Q1 2021 | $57,389,000 | +110263.5% | 1,071 | -14.3% | 0.01% | -37.5% |
| Q1 2020 | $52,000 | -13.3% | 1,250 | 0.0% | 0.01% | -38.5% |
| Q4 2019 | $60,000 | -17.8% | 1,250 | -20.6% | 0.01% | -13.3% |
| Q3 2019 | $73,000 | +231.8% | 1,575 | +216.9% | 0.02% | +275.0% |
| Q1 2019 | $22,000 | – | 497 | – | 0.00% | – |
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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% |