ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 204 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |