ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 110 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $5,042,000 | -4.8% | 122,060 | +4.0% | 1.10% | -0.9% |
| Q3 2018 | $5,298,000 | +33.4% | 117,385 | +32.5% | 1.12% | +20.4% |
| Q3 2017 | $3,972,000 | +16.6% | 88,602 | +13.4% | 0.93% | +9.7% |
| Q2 2017 | $3,407,000 | +9.8% | 78,126 | +6.8% | 0.84% | +4.3% |
| Q1 2017 | $3,102,000 | +14.0% | 73,180 | +9.2% | 0.81% | +7.6% |
| Q4 2016 | $2,720,000 | +3.5% | 67,031 | +5.0% | 0.75% | +0.9% |
| Q3 2016 | $2,627,000 | +3.5% | 63,835 | +0.7% | 0.74% | +6.7% |
| Q2 2016 | $2,538,000 | +8.8% | 63,405 | +7.2% | 0.70% | +10.4% |
| Q1 2016 | $2,333,000 | +7.0% | 59,141 | +5.4% | 0.63% | +11.7% |
| Q4 2015 | $2,181,000 | +11.9% | 56,099 | +9.8% | 0.57% | +11.9% |
| Q3 2015 | $1,949,000 | – | 51,090 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |