ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -12.5% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -65.2% | 175 | -65.5% | 0.00% | -66.7% |
| Q2 2019 | $23,000 | 0.0% | 507 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $23,000 | +9.5% | 507 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -8.7% | 507 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $23,000 | 0.0% | 507 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $23,000 | 0.0% | 507 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | +187.5% | 507 | +189.7% | 0.00% | +300.0% |
| Q4 2017 | $8,000 | – | 175 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |