ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 170 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |