ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 168 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |