ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $729,000 | +3.3% | 12,742 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $706,000 | -1.0% | 12,742 | 0.0% | 0.04% | -2.5% |
| Q2 2021 | $713,000 | +1.0% | 12,742 | -3.4% | 0.04% | -7.0% |
| Q1 2021 | $706,000 | +1.0% | 13,187 | -1.5% | 0.04% | -8.5% |
| Q4 2020 | $699,000 | +4.6% | 13,392 | -3.0% | 0.05% | -9.6% |
| Q3 2020 | $668,000 | -0.7% | 13,807 | -4.9% | 0.05% | -7.1% |
| Q2 2020 | $673,000 | +18.5% | 14,522 | +5.7% | 0.06% | 0.0% |
| Q1 2020 | $568,000 | +74.8% | 13,735 | +102.0% | 0.06% | +115.4% |
| Q4 2019 | $325,000 | +8025.0% | 6,798 | +7209.7% | 0.03% | – |
| Q3 2019 | $4,000 | -92.6% | 93 | -92.2% | 0.00% | -100.0% |
| Q2 2019 | $54,000 | +1.9% | 1,188 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $53,000 | +8.2% | 1,188 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $49,000 | 0.0% | 1,185 | +7.7% | 0.01% | 0.0% |
| Q3 2018 | $49,000 | +2.1% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $48,000 | -2.0% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $49,000 | 0.0% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $49,000 | 0.0% | 1,100 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $49,000 | +4.3% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $47,000 | +2.2% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $46,000 | +4.5% | 1,100 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $44,000 | – | 1,100 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |