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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $290,000 | +4.3% | 5,995 | +0.1% | 0.01% | 0.0% |
| Q2 2020 | $278,000 | -19.9% | 5,987 | -28.7% | 0.01% | -33.3% |
| Q1 2020 | $347,000 | +137.7% | 8,393 | +163.0% | 0.02% | +200.0% |
| Q3 2019 | $146,000 | -16.1% | 3,191 | -17.2% | 0.01% | -28.6% |
| Q4 2017 | $174,000 | -17.9% | 3,853 | -18.0% | 0.01% | -22.2% |
| Q3 2017 | $212,000 | +3.9% | 4,699 | +0.1% | 0.01% | 0.0% |
| Q2 2017 | $204,000 | -4.7% | 4,693 | -9.8% | 0.01% | -18.2% |
| Q3 2016 | $214,000 | -11.2% | 5,204 | -14.1% | 0.01% | -15.4% |
| Q2 2016 | $241,000 | -16.6% | 6,056 | -17.4% | 0.01% | -18.8% |
| Q1 2016 | $289,000 | -7.1% | 7,336 | -8.1% | 0.02% | 0.0% |
| Q4 2015 | $311,000 | +1.3% | 7,984 | -0.2% | 0.02% | -5.9% |
| Q3 2015 | $307,000 | -7.0% | 8,003 | -2.0% | 0.02% | +13.3% |
| Q2 2015 | $330,000 | +55.7% | 8,165 | +56.0% | 0.02% | +7.1% |
| Q1 2015 | $212,000 | – | 5,233 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |