ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 743,709 | $39,833,000 | 8.00% |
| ARQ WEALTH ADVISORS, LLC | 181,888 | $9,742,000 | 6.30% |
| Fort Henry Capital, LLC | 80,217 | $4,296,000 | 4.07% |
| Weaver Consulting Group | 90,412 | $4,842,000 | 2.97% |
| Aveo Capital Partners, LLC | 166,496 | $8,918,000 | 2.25% |
| Madrona Financial Services, LLC | 77,644 | $4,159,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,710 | $3,359,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 74,852 | $4,009,000 | 1.57% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,725,000 | 1.03% |
| PATTON ALBERTSON MILLER GROUP, LLC | 78,579 | $4,209,000 | 1.02% |