ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 169 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $433,000 | +13.6% | 9,679 | +4.9% | 0.09% | +5.8% |
| Q4 2018 | $381,000 | -10.6% | 9,226 | -2.3% | 0.09% | -2.3% |
| Q3 2018 | $426,000 | +17.4% | 9,441 | +15.3% | 0.09% | +7.3% |
| Q2 2018 | $363,000 | 0.0% | 8,187 | +0.4% | 0.08% | -2.4% |
| Q1 2018 | $363,000 | -0.3% | 8,151 | +0.7% | 0.08% | -4.5% |
| Q4 2017 | $364,000 | -1.6% | 8,093 | -1.9% | 0.09% | -8.3% |
| Q3 2017 | $370,000 | +9.8% | 8,246 | +6.6% | 0.10% | -7.7% |
| Q2 2017 | $337,000 | +2.7% | 7,735 | +0.1% | 0.10% | -6.3% |
| Q1 2017 | $328,000 | +4.8% | 7,729 | +0.1% | 0.11% | -9.0% |
| Q4 2016 | $313,000 | -5.7% | 7,719 | -4.4% | 0.12% | -10.9% |
| Q3 2016 | $332,000 | +4.4% | 8,078 | +1.5% | 0.14% | 0.0% |
| Q2 2016 | $318,000 | – | 7,955 | – | 0.14% | – |
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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% |