ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 110 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $76,712 | +2.8% | 1,491 | 0.0% | 0.01% | +37.5% |
| Q1 2023 | $74,595 | -79.3% | 1,491 | -82.1% | 0.01% | -83.0% |
| Q1 2020 | $360,000 | -11.3% | 8,312 | 0.0% | 0.05% | -2.1% |
| Q4 2019 | $406,000 | +88.0% | 8,312 | +80.2% | 0.05% | +60.0% |
| Q3 2019 | $216,000 | +3.8% | 4,612 | +0.5% | 0.03% | -3.2% |
| Q2 2019 | $208,000 | -64.3% | 4,591 | -64.9% | 0.03% | -75.8% |
| Q1 2018 | $583,000 | -18.9% | 13,070 | -18.3% | 0.13% | -33.3% |
| Q4 2017 | $719,000 | -2.7% | 16,002 | -2.9% | 0.19% | -7.2% |
| Q3 2017 | $739,000 | -99.6% | 16,483 | +229.7% | 0.21% | +213.6% |
| Q3 2016 | $203,950,000 | +1.9% | 5,000 | 0.0% | 0.07% | +153.8% |
| Q2 2016 | $200,150,000 | +3.0% | 5,000 | 0.0% | 0.03% | -18.8% |
| Q4 2015 | $194,400,000 | – | 5,000 | – | 0.03% | – |
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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% |