ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 88 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,416,000 | -8.3% | 97,023 | -7.2% | 0.03% | -15.2% |
| Q3 2019 | $4,816,000 | +7.5% | 104,562 | +7.5% | 0.03% | +3.1% |
| Q2 2019 | $4,481,000 | +14.8% | 97,242 | +11.6% | 0.03% | +6.7% |
| Q1 2019 | $3,902,000 | -10.6% | 87,148 | -17.4% | 0.03% | -23.1% |
| Q4 2018 | $4,366,000 | +13.6% | 105,457 | +23.8% | 0.04% | +21.9% |
| Q3 2018 | $3,845,000 | -21.7% | 85,213 | -22.7% | 0.03% | -30.4% |
| Q2 2018 | $4,909,000 | 0.0% | 110,171 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $4,909,000 | +7.8% | 110,171 | +8.7% | 0.05% | +7.0% |
| Q4 2017 | $4,553,000 | +41.5% | 101,364 | +41.2% | 0.04% | +22.9% |
| Q3 2017 | $3,218,000 | +80.2% | 71,789 | +75.4% | 0.04% | +66.7% |
| Q2 2017 | $1,786,000 | +27.5% | 40,938 | +23.1% | 0.02% | +16.7% |
| Q1 2017 | $1,401,000 | +2.0% | 33,244 | -1.8% | 0.02% | -5.3% |
| Q4 2016 | $1,373,000 | +40.4% | 33,855 | +42.4% | 0.02% | +26.7% |
| Q3 2016 | $978,000 | +204.7% | 23,779 | +196.2% | 0.02% | +200.0% |
| Q2 2016 | $321,000 | +3.9% | 8,029 | +2.3% | 0.01% | 0.0% |
| Q1 2016 | $309,000 | -19.1% | 7,846 | -20.3% | 0.01% | -28.6% |
| Q4 2015 | $382,000 | -12.2% | 9,842 | -13.6% | 0.01% | -22.2% |
| Q3 2015 | $435,000 | -23.6% | 11,386 | -18.9% | 0.01% | -18.2% |
| Q2 2015 | $569,000 | -25.9% | 14,036 | -25.3% | 0.01% | -26.7% |
| Q1 2015 | $768,000 | -47.1% | 18,793 | -48.1% | 0.02% | -53.1% |
| Q4 2014 | $1,451,000 | +71.7% | 36,178 | +69.0% | 0.03% | +39.1% |
| Q3 2014 | $845,000 | -13.9% | 21,410 | -11.7% | 0.02% | -14.8% |
| Q2 2014 | $981,000 | +7.7% | 24,235 | +4.2% | 0.03% | 0.0% |
| Q1 2014 | $911,000 | +37.0% | 23,265 | +34.6% | 0.03% | +28.6% |
| Q4 2013 | $665,000 | +18.8% | 17,285 | +13.7% | 0.02% | +10.5% |
| Q3 2013 | $560,000 | -13.7% | 15,200 | -16.9% | 0.02% | -17.4% |
| Q2 2013 | $649,000 | – | 18,300 | – | 0.02% | – |
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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% |