ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,769,000 | +34.8% | 38,430 | +34.8% | 0.02% | +33.3% |
| Q2 2019 | $1,312,000 | -1.4% | 28,519 | -4.2% | 0.01% | -7.7% |
| Q1 2019 | $1,330,000 | -87.7% | 29,767 | -88.6% | 0.01% | -89.2% |
| Q4 2018 | $10,812,000 | +664.6% | 261,733 | +735.1% | 0.12% | +757.1% |
| Q3 2018 | $1,414,000 | +1.1% | 31,343 | -0.6% | 0.01% | -6.7% |
| Q2 2018 | $1,399,000 | +0.6% | 31,548 | +1.1% | 0.02% | -6.2% |
| Q1 2018 | $1,390,000 | +19.8% | 31,208 | +20.8% | 0.02% | +6.7% |
| Q4 2017 | $1,160,000 | +4.7% | 25,836 | +4.5% | 0.02% | 0.0% |
| Q3 2017 | $1,108,000 | +7.3% | 24,724 | +4.4% | 0.02% | 0.0% |
| Q2 2017 | $1,033,000 | +9.8% | 23,692 | +6.7% | 0.02% | +15.4% |
| Q1 2017 | $941,000 | -5.8% | 22,200 | -8.6% | 0.01% | -13.3% |
| Q4 2016 | $999,000 | 0.0% | 24,300 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $999,000 | +0.7% | 24,300 | -2.0% | 0.02% | 0.0% |
| Q2 2016 | $992,000 | +1.4% | 24,800 | 0.0% | 0.02% | -6.2% |
| Q1 2016 | $978,000 | +1.5% | 24,800 | 0.0% | 0.02% | -20.0% |
| Q4 2015 | $964,000 | +3.0% | 24,800 | +1.0% | 0.02% | -4.8% |
| Q3 2015 | $936,000 | -9.0% | 24,550 | -3.3% | 0.02% | -4.5% |
| Q2 2015 | $1,029,000 | – | 25,400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 955,561 | $46,288,000 | 11.19% |
| ARQ WEALTH ADVISORS, LLC | 155,668 | $7,541,000 | 7.26% |
| Weaver Consulting Group | 89,157 | $4,319,000 | 2.49% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 60,126 | $2,913,000 | 2.42% |
| Aveo Capital Partners, LLC | 138,503 | $6,709,000 | 2.42% |
| Madrona Financial Services, LLC | 72,922 | $3,532,000 | 2.22% |
| MARINO, STRAM & ASSOCIATES LLC | 77,445 | $3,751,000 | 2.00% |
| Professional Financial Advisors, LLC | 31,235 | $1,484,000 | 1.38% |
| Strategic Family Wealth Counselors, L.L.C. | 43,609 | $2,112,000 | 1.18% |
| PATTON ALBERTSON MILLER GROUP, LLC | 86,002 | $4,166,000 | 1.18% |