ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $507,000 | +59.4% | 10,603 | +53.6% | 0.24% | +93.5% |
| Q3 2019 | $318,000 | +38.3% | 6,902 | +38.3% | 0.12% | +50.0% |
| Q2 2019 | $230,000 | +16.2% | 4,992 | +12.7% | 0.08% | +51.9% |
| Q1 2019 | $198,000 | +81.7% | 4,431 | +67.8% | 0.05% | +58.8% |
| Q4 2018 | $109,000 | -60.1% | 2,640 | -56.4% | 0.03% | -47.7% |
| Q3 2018 | $273,000 | -15.2% | 6,060 | -16.4% | 0.06% | -57.0% |
| Q2 2018 | $322,000 | +85.1% | 7,249 | +86.2% | 0.15% | +84.1% |
| Q1 2018 | $174,000 | – | 3,894 | – | 0.08% | – |
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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% |