ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 96 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,484,000 | -27.2% | 37,064 | -28.3% | 0.24% | +14.5% |
| Q1 2016 | $2,038,000 | -2.9% | 51,670 | -4.2% | 0.21% | -4.5% |
| Q4 2015 | $2,098,000 | 0.0% | 53,962 | -1.8% | 0.22% | -5.9% |
| Q3 2015 | $2,098,000 | -28.6% | 54,974 | -24.1% | 0.24% | -23.5% |
| Q2 2015 | $2,937,000 | -0.1% | 72,442 | +0.6% | 0.31% | -1.3% |
| Q1 2015 | $2,941,000 | +8.6% | 72,044 | +6.7% | 0.32% | +2.9% |
| Q4 2014 | $2,709,000 | +18.1% | 67,533 | +16.2% | 0.31% | +10.9% |
| Q3 2014 | $2,293,000 | +16.5% | 58,104 | +19.5% | 0.28% | +11.7% |
| Q2 2014 | $1,968,000 | +28.5% | 48,620 | +24.3% | 0.25% | +14.4% |
| Q1 2014 | $1,532,000 | -39.8% | 39,129 | -40.8% | 0.22% | +10.8% |
| Q4 2013 | $2,546,000 | +180.7% | 66,104 | +168.7% | 0.20% | +23.4% |
| Q3 2013 | $907,000 | +25.4% | 24,601 | +20.6% | 0.16% | +11.3% |
| Q2 2013 | $723,000 | – | 20,394 | – | 0.14% | – |
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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% |