ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 37 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $336,000 | -17.0% | 7,515 | -19.0% | 0.02% | -24.0% |
| Q2 2017 | $405,000 | -18.5% | 9,276 | -20.4% | 0.02% | -26.5% |
| Q1 2017 | $497,000 | -9.0% | 11,654 | -13.3% | 0.03% | -17.1% |
| Q4 2016 | $546,000 | -25.9% | 13,443 | -25.0% | 0.04% | -26.8% |
| Q3 2016 | $737,000 | +7.7% | 17,924 | +4.9% | 0.06% | 0.0% |
| Q2 2016 | $684,000 | +36.0% | 17,087 | +34.1% | 0.06% | +19.1% |
| Q1 2016 | $503,000 | +11.3% | 12,746 | +7.7% | 0.05% | -9.6% |
| Q3 2015 | $452,000 | -6.2% | 11,837 | -0.5% | 0.05% | -8.8% |
| Q2 2015 | $482,000 | +1.3% | 11,895 | +2.1% | 0.06% | 0.0% |
| Q1 2015 | $476,000 | +19.0% | 11,650 | +16.7% | 0.06% | +7.5% |
| Q4 2014 | $400,000 | -0.2% | 9,982 | -1.8% | 0.05% | -1.9% |
| Q3 2014 | $401,000 | -3.6% | 10,167 | -1.0% | 0.05% | -10.0% |
| Q2 2014 | $416,000 | +4.8% | 10,269 | -2.6% | 0.06% | -36.2% |
| Q3 2013 | $397,000 | +11.2% | 10,538 | +4.7% | 0.09% | +22.1% |
| Q2 2013 | $357,000 | – | 10,061 | – | 0.08% | – |
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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% |