ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $313,000 | -24.2% | 6,929 | -25.6% | 0.14% | -28.8% |
| Q2 2018 | $413,000 | -4.8% | 9,308 | -4.4% | 0.19% | 0.0% |
| Q1 2018 | $434,000 | +12.4% | 9,737 | +13.4% | 0.19% | +13.7% |
| Q4 2017 | $386,000 | -10.2% | 8,586 | -9.8% | 0.17% | -11.6% |
| Q3 2017 | $430,000 | +48.3% | 9,520 | +44.9% | 0.19% | +43.9% |
| Q2 2017 | $290,000 | +8.6% | 6,568 | +5.4% | 0.13% | +5.6% |
| Q1 2017 | $267,000 | -36.0% | 6,230 | -39.4% | 0.12% | -42.1% |
| Q4 2016 | $417,000 | +12.1% | 10,288 | +13.9% | 0.22% | -16.0% |
| Q3 2016 | $372,000 | +18.1% | 9,033 | +14.8% | 0.26% | +4.0% |
| Q2 2016 | $315,000 | +10.9% | 7,869 | +9.2% | 0.25% | +25.4% |
| Q1 2016 | $284,000 | +12.7% | 7,207 | +11.2% | 0.20% | +16.6% |
| Q4 2015 | $252,000 | +9.1% | 6,482 | +6.9% | 0.17% | -5.6% |
| Q3 2015 | $231,000 | -0.4% | 6,061 | +6.0% | 0.18% | +6.5% |
| Q2 2015 | $232,000 | +10.0% | 5,718 | +10.7% | 0.17% | +6.3% |
| Q1 2015 | $211,000 | – | 5,163 | – | 0.16% | – |
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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% |