ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 44 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $281,000 | -90.7% | 6,818 | -90.9% | 0.01% | -88.9% |
| Q2 2016 | $3,012,000 | +136.6% | 75,234 | +133.2% | 0.06% | +75.0% |
| Q1 2016 | $1,273,000 | +99.8% | 32,264 | +96.8% | 0.04% | +227.3% |
| Q4 2015 | $637,000 | -4.4% | 16,395 | -6.1% | 0.01% | 0.0% |
| Q3 2015 | $666,000 | -24.7% | 17,456 | -20.0% | 0.01% | -31.2% |
| Q2 2015 | $884,000 | +118.3% | 21,817 | +112.8% | 0.02% | +100.0% |
| Q3 2014 | $405,000 | +28.6% | 10,254 | +31.9% | 0.01% | +60.0% |
| Q2 2014 | $315,000 | -15.8% | 7,777 | -18.6% | 0.01% | 0.0% |
| Q1 2014 | $374,000 | -67.3% | 9,553 | -67.8% | 0.01% | -61.5% |
| Q4 2013 | $1,142,000 | – | 29,673 | – | 0.01% | – |
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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% |