ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 97 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $116,676 | +18.3% | 2,332 | +11.5% | 0.00% | 0.0% |
| Q4 2022 | $98,617 | +480.1% | 2,091 | +581.1% | 0.00% | +200.0% |
| Q2 2021 | $17,000 | -46.9% | 307 | -49.8% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | +6.7% | 612 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +36.4% | 612 | +12.9% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | -15.4% | 542 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $26,000 | +271.4% | 542 | +245.2% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | +16.7% | 157 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | -45.5% | 157 | -43.5% | 0.00% | -66.7% |
| Q1 2016 | $11,000 | – | 278 | +13800.0% | 0.00% | – |
| Q1 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |