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 2019 | $2,209,000 | -36.3% | 46,172 | -38.7% | 0.44% | -41.6% |
Q3 2019 | $3,469,000 | -0.9% | 75,305 | -1.0% | 0.74% | -11.4% |
Q2 2019 | $3,502,000 | +2.8% | 76,097 | -0.2% | 0.84% | -11.9% |
Q1 2019 | $3,407,000 | -2.4% | 76,212 | -9.8% | 0.96% | -26.8% |
Q4 2018 | $3,491,000 | -8.5% | 84,503 | 0.0% | 1.30% | +9.3% |
Q3 2018 | $3,814,000 | +4.1% | 84,503 | +2.3% | 1.19% | -7.6% |
Q2 2018 | $3,663,000 | +9.3% | 82,564 | +9.8% | 1.29% | +28.6% |
Q1 2018 | $3,352,000 | +7.4% | 75,199 | +8.2% | 1.00% | +6.9% |
Q4 2017 | $3,121,000 | +6.6% | 69,487 | +6.4% | 0.94% | +31.9% |
Q3 2017 | $2,927,000 | +7.7% | 65,283 | +4.8% | 0.71% | +1.1% |
Q2 2017 | $2,717,000 | +44.4% | 62,301 | +40.4% | 0.70% | +34.1% |
Q1 2017 | $1,881,000 | +629.1% | 44,383 | +597.0% | 0.52% | +573.1% |
Q4 2016 | $258,000 | -7.2% | 6,368 | -5.6% | 0.08% | -3.7% |
Q3 2016 | $278,000 | -85.6% | 6,746 | -86.0% | 0.08% | -61.8% |
Q2 2016 | $1,933,000 | – | 48,281 | – | 0.21% | – |
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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% |