ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 115 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $116,000 | +4.5% | 2,040 | +1.8% | 0.01% | -11.1% |
| Q3 2021 | $111,000 | -0.9% | 2,004 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $112,000 | 0.0% | 2,004 | -4.5% | 0.01% | -10.0% |
| Q1 2021 | $112,000 | +1.8% | 2,098 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $110,000 | +7.8% | 2,098 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $102,000 | +18.6% | 2,098 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $86,000 | -51.1% | 2,078 | -43.5% | 0.01% | -38.9% |
| Q4 2019 | $176,000 | +0.6% | 3,681 | -2.9% | 0.02% | -5.3% |
| Q3 2019 | $175,000 | 0.0% | 3,792 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $175,000 | -41.5% | 3,792 | -47.6% | 0.02% | -69.4% |
| Q4 2018 | $299,000 | -98.8% | 7,241 | +1051.2% | 0.06% | +1140.0% |
| Q4 2016 | $26,000,000 | +99900.0% | 629 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $26,000 | +100.0% | 629 | +86.6% | 0.01% | +25.0% |
| Q1 2015 | $13,000 | -7.1% | 337 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $14,000 | -73.6% | 337 | -74.8% | 0.01% | -54.5% |
| Q3 2014 | $53,000 | – | 1,337 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |