ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 88 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,162,000 | -2.8% | 47,896 | -3.0% | 0.46% | -12.2% |
| Q2 2018 | $2,224,000 | +2.2% | 49,399 | +0.6% | 0.52% | -14.8% |
| Q1 2018 | $2,177,000 | -4.3% | 49,083 | -1.5% | 0.61% | +5.4% |
| Q4 2017 | $2,274,000 | +9.6% | 49,841 | +8.2% | 0.58% | +2.9% |
| Q3 2017 | $2,074,000 | +2.2% | 46,058 | +0.4% | 0.56% | -12.8% |
| Q2 2017 | $2,030,000 | +7.5% | 45,875 | +2.5% | 0.64% | -5.7% |
| Q1 2017 | $1,888,000 | +8.2% | 44,775 | +5.5% | 0.68% | +0.1% |
| Q4 2016 | $1,745,000 | -0.6% | 42,457 | -2.0% | 0.68% | +2.4% |
| Q3 2016 | $1,756,000 | +2.9% | 43,342 | +1.7% | 0.66% | +4.7% |
| Q2 2016 | $1,707,000 | +7.3% | 42,636 | +4.1% | 0.64% | +3.6% |
| Q1 2016 | $1,591,000 | +3.3% | 40,968 | -0.1% | 0.61% | +0.7% |
| Q4 2015 | $1,540,000 | +1.2% | 40,989 | +2.9% | 0.61% | +11.7% |
| Q3 2015 | $1,521,000 | -16.6% | 39,847 | -11.6% | 0.54% | -11.7% |
| Q2 2015 | $1,824,000 | -21.3% | 45,095 | -20.6% | 0.62% | -17.4% |
| Q1 2015 | $2,318,000 | -2.0% | 56,782 | -3.7% | 0.75% | -3.2% |
| Q4 2014 | $2,365,000 | – | 58,957 | – | 0.77% | – |
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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% |