ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 64 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $10,710,000 | +4.4% | 266,925 | +2.7% | 0.19% | -0.5% |
| Q3 2014 | $10,262,000 | -2.1% | 260,000 | +0.4% | 0.19% | +1.1% |
| Q2 2014 | $10,477,000 | +5.1% | 258,879 | +1.7% | 0.19% | -1.6% |
| Q1 2014 | $9,965,000 | +952.3% | 254,601 | +935.4% | 0.19% | +1093.8% |
| Q4 2013 | $947,000 | +109.1% | 24,589 | +100.1% | 0.02% | +77.8% |
| Q3 2013 | $453,000 | – | 12,288 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |