Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 64 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$101,000
-84.1%
1,800
-87.3%
0.00%
-100.0%
Q1 2019$634,000
+158.8%
14,178
+156.8%
0.00%
+100.0%
Q2 2018$245,000
+59.1%
5,521
+56.2%
0.00%0.0%
Q2 2017$154,000
+2.7%
3,534
-0.2%
0.00%0.0%
Q1 2017$150,000
+4.2%
3,542
-0.1%
0.00%0.0%
Q4 2016$144,000
-4.0%
3,544
-2.7%
0.00%0.0%
Q3 2016$150,000
+16.3%
3,642
+12.7%
0.00%0.0%
Q2 2016$129,000
-3.7%
3,232
-4.8%
0.00%0.0%
Q1 2016$134,000
+2.3%
3,394
+0.8%
0.00%0.0%
Q4 2015$131,000
+2.3%
3,3660.0%0.00%0.0%
Q3 2015$128,000
-6.6%
3,3660.0%0.00%0.0%
Q1 2015$137,000
+3.8%
3,366
+2.2%
0.00%0.0%
Q4 2014$132,000
-8.3%
3,294
-9.8%
0.00%
-50.0%
Q3 2014$144,000
+8.3%
3,651
+10.8%
0.00%0.0%
Q2 2014$133,000
+3.1%
3,2940.0%0.00%0.0%
Q1 2014$129,000
+1.6%
3,2940.0%0.00%0.0%
Q4 2013$127,000
+5.0%
3,2940.0%0.00%0.0%
Q3 2013$121,000
+6.1%
3,294
+2.2%
0.00%
-33.3%
Q2 2013$114,0003,2220.00%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders