ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 70 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,617 | -0.9% | 903 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $45,042 | -0.3% | 903 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $45,177 | +6.1% | 903 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $42,585 | +1.4% | 903 | -3.0% | 0.03% | -3.3% |
| Q3 2022 | $42,000 | -6.7% | 931 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $45,000 | -10.0% | 931 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $50,000 | -5.7% | 931 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $53,000 | +1.9% | 931 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $52,000 | 0.0% | 931 | 0.0% | 0.03% | +3.3% |
| Q2 2021 | $52,000 | +4.0% | 931 | 0.0% | 0.03% | -3.2% |
| Q1 2021 | $50,000 | +2.0% | 931 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $49,000 | +8.9% | 931 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $45,000 | +4.7% | 931 | 0.0% | 0.03% | +3.1% |
| Q2 2020 | $43,000 | +10.3% | 931 | 0.0% | 0.03% | -5.9% |
| Q1 2020 | $39,000 | -13.3% | 931 | 0.0% | 0.03% | +9.7% |
| Q4 2019 | $45,000 | +4.7% | 931 | 0.0% | 0.03% | -3.1% |
| Q3 2019 | $43,000 | +2.4% | 931 | +1.9% | 0.03% | +3.2% |
| Q2 2019 | $42,000 | +35.5% | 914 | +30.8% | 0.03% | +34.8% |
| Q1 2019 | $31,000 | +6.9% | 699 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $29,000 | -6.5% | 699 | +1.3% | 0.02% | +4.3% |
| Q3 2018 | $31,000 | 0.0% | 690 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $31,000 | 0.0% | 690 | 0.0% | 0.02% | -8.0% |
| Q1 2018 | $31,000 | 0.0% | 690 | 0.0% | 0.02% | +4.2% |
| Q4 2017 | $31,000 | 0.0% | 690 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $31,000 | +6.9% | 690 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $29,000 | +3.6% | 690 | 0.0% | 0.02% | -3.8% |
| Q4 2016 | $28,000 | -6.7% | 690 | -6.1% | 0.03% | -10.3% |
| Q3 2016 | $30,000 | -25.0% | 735 | -25.5% | 0.03% | -27.5% |
| Q2 2016 | $40,000 | -7.0% | 987 | -8.7% | 0.04% | -7.0% |
| Q1 2016 | $43,000 | -15.7% | 1,081 | -18.2% | 0.04% | -15.7% |
| Q4 2015 | $51,000 | +2.0% | 1,321 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $50,000 | -15.3% | 1,321 | -9.0% | 0.05% | -7.3% |
| Q2 2015 | $59,000 | -49.6% | 1,452 | -49.2% | 0.06% | -50.9% |
| Q1 2015 | $117,000 | -2.5% | 2,861 | -4.7% | 0.11% | -4.3% |
| Q4 2014 | $120,000 | – | 3,001 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |