ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 41 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,596,000 | +5.8% | 124,817 | +2.9% | 0.03% | -2.9% |
| Q2 2017 | $5,288,000 | +4.2% | 121,262 | +1.2% | 0.03% | 0.0% |
| Q1 2017 | $5,077,000 | +6.9% | 119,774 | +2.4% | 0.03% | -2.9% |
| Q4 2016 | $4,748,000 | +7.8% | 117,003 | +9.4% | 0.04% | 0.0% |
| Q3 2016 | $4,403,000 | +29.9% | 106,993 | +26.4% | 0.04% | +20.7% |
| Q2 2016 | $3,389,000 | +45.0% | 84,650 | +42.8% | 0.03% | +38.1% |
| Q1 2016 | $2,338,000 | -15.4% | 59,270 | -16.7% | 0.02% | -19.2% |
| Q4 2015 | $2,765,000 | +74.3% | 71,127 | +71.2% | 0.03% | +52.9% |
| Q3 2015 | $1,586,000 | +48.5% | 41,551 | +57.8% | 0.02% | +54.5% |
| Q2 2015 | $1,068,000 | +33.5% | 26,336 | +34.3% | 0.01% | +37.5% |
| Q1 2015 | $800,000 | +8.3% | 19,609 | +6.4% | 0.01% | 0.0% |
| Q4 2014 | $739,000 | +14.9% | 18,431 | +13.1% | 0.01% | 0.0% |
| Q3 2014 | $643,000 | -8.3% | 16,292 | -5.9% | 0.01% | -11.1% |
| Q2 2014 | $701,000 | -4.6% | 17,309 | -7.8% | 0.01% | -10.0% |
| Q1 2014 | $735,000 | +30.8% | 18,767 | +28.7% | 0.01% | +25.0% |
| Q4 2013 | $562,000 | +9.1% | 14,587 | +4.4% | 0.01% | 0.0% |
| Q3 2013 | $515,000 | +23.5% | 13,966 | +18.7% | 0.01% | +14.3% |
| Q2 2013 | $417,000 | – | 11,763 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |