ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 97 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $171,000 | -38.7% | 4,214 | -37.8% | 0.01% | -40.0% |
| Q3 2016 | $279,000 | +3.7% | 6,771 | +0.7% | 0.01% | 0.0% |
| Q2 2016 | $269,000 | +1.5% | 6,723 | 0.0% | 0.01% | -9.1% |
| Q1 2016 | $265,000 | -13.4% | 6,723 | -14.6% | 0.01% | -21.4% |
| Q4 2015 | $306,000 | -27.3% | 7,873 | -28.6% | 0.01% | -57.6% |
| Q3 2015 | $421,000 | +12.6% | 11,025 | +19.5% | 0.03% | +22.2% |
| Q2 2015 | $374,000 | +1068.8% | 9,225 | +1090.3% | 0.03% | +1250.0% |
| Q1 2015 | $32,000 | +357.1% | 775 | +342.9% | 0.00% | +100.0% |
| Q4 2014 | $7,000 | -93.1% | 175 | -93.2% | 0.00% | -91.7% |
| Q3 2014 | $102,000 | – | 2,580 | – | 0.01% | – |
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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% |