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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 1,207,134 | $57,749,000 | 13.69% |
| MARINO, STRAM & ASSOCIATES LLC | 126,725 | $6,063,000 | 3.97% |
| CAHILL FINANCIAL ADVISORS INC | 158,130 | $7,565,000 | 2.75% |
| Madrona Financial Services, LLC | 76,543 | $3,662,000 | 2.66% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 56,789 | $2,717,000 | 2.49% |
| Aveo Capital Partners, LLC | 119,002 | $5,693,000 | 2.25% |
| Weaver Consulting Group | 88,170 | $4,061,000 | 2.17% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 148,794 | $7,118,000 | 1.98% |
| RESTON WEALTH MANAGEMENT LLC | 44,371 | $2,123,000 | 1.70% |
| PATTON ALBERTSON MILLER GROUP, LLC | 82,527 | $3,948,000 | 1.04% |