ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 258 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $922,973 | -6.6% | 16,388 | -7.7% | 0.02% | -13.0% |
| Q1 2024 | $988,421 | -22.7% | 17,755 | -26.1% | 0.02% | -28.1% |
| Q4 2023 | $1,278,263 | +2.3% | 24,032 | -5.0% | 0.03% | -8.6% |
| Q3 2023 | $1,249,579 | +16.1% | 25,290 | +20.9% | 0.04% | +16.7% |
| Q2 2023 | $1,076,540 | +27.3% | 20,924 | +23.8% | 0.03% | +20.0% |
| Q1 2023 | $845,357 | -8.6% | 16,897 | -13.9% | 0.02% | -26.5% |
| Q4 2022 | $924,996 | +13.5% | 19,614 | +7.7% | 0.03% | -66.3% |
| Q3 2022 | $815,000 | -3.1% | 18,210 | +4.0% | 0.10% | +188.6% |
| Q2 2022 | $841,000 | -5.3% | 17,516 | +6.5% | 0.04% | +9.4% |
| Q1 2022 | $888,000 | +14.6% | 16,448 | +21.1% | 0.03% | +14.3% |
| Q4 2021 | $775,000 | +55.3% | 13,583 | +51.0% | 0.03% | +40.0% |
| Q3 2021 | $499,000 | +101.2% | 8,996 | +103.5% | 0.02% | +100.0% |
| Q2 2021 | $248,000 | – | 4,420 | – | 0.01% | – |
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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% |