CIBC WORLD MARKET INC. AOR β€” ISHARES TR

Ownership history in CIBC WORLD MARKET INC.  Β·  4 quarters on record

AI Ownership Summary

CIBC WORLD MARKET INC. reported ISHARES TR (AOR) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows AOR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIBC WORLD MARKET INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AOR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOR stock page CIBC WORLD MARKET INC. fund profile CIBC WORLD MARKET INC. full holdings
How CIBC WORLD MARKET INC. held AOR β€” position size vs. price
% of Fund (quarterly)    AOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 3,545 β€” 0% 0.00% $228K 2025-11-06 $63.59
2025 Q2 REDUCED β€” β€” β€” 3,545 -70 -1.9% 0.00% $218K 2025-08-14 $61.46
2025 Q1 REDUCED β€” β€” β€” 3,615 -6 -0.2% 0.00% $208K 2025-05-14 $57.42
2024 Q4 INITIATED β€” β€” β€” 3,621 β€” β€” 0.00% $208K 2025-01-23 $56.74

🏒 Other funds also holding AOR

As of 2026 Q1 β€” sorted by position size

Worth Asset Management, LLC 3Y 16.55% JIM SAULNIER & ASSOCIATES, LLC 12.91% Consilium Wealth Advisory, LLC 3Y 9.26% Phil A. Younker & Associates, Ltd. 7.57% Cogent Private Wealth, Inc. 5.03% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 2.39% Fort Henry Capital, LLC 3Y 2.32% BSW Wealth Partners 3Y 7Y 1.98% Legacy Wealth Partners, LLC 1.55% Ellenbecker Investment Group 3Y 7Y 1.27%

FAQ About CIBC WORLD MARKET INC. and AOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIBC WORLD MARKET INC. reported owning AOR?

CIBC WORLD MARKET INC. reported AOR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported AOR position in CIBC WORLD MARKET INC.'s portfolio?

The largest reported portfolio weight for AOR was 0.00% in 2025 Q1.

What is the latest reported AOR position on this page?

The most recent filing on this page is 2025 Q3, when CIBC WORLD MARKET INC. reported 3,545 shares, equal to 0.00% of portfolio, with an estimated market value of $228K.

What does the chart on this AOR ownership page compare?

The chart compares CIBC WORLD MARKET INC.'s quarterly AOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CIBC WORLD MARKET INC. time their AOR position?

Based on 13F filing dates vs. subsequent AOR price moves, CIBC WORLD MARKET INC. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on AOR relative to SPY over the holding period was +1.4%.

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