ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 112 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $341,000 | +6.2% | 7,398 | -4.9% | 0.06% | -11.6% |
| Q4 2018 | $321,000 | -95.0% | 7,777 | -97.3% | 0.07% | -14.8% |
| Q3 2018 | $6,414,000 | -17.1% | 287,603 | -15.9% | 0.08% | -6.9% |
| Q2 2018 | $7,733,000 | +2316.6% | 341,952 | +4626.4% | 0.09% | +42.6% |
| Q1 2018 | $320,000 | -5.0% | 7,235 | -2.3% | 0.06% | -3.2% |
| Q4 2017 | $337,000 | +17.0% | 7,407 | +15.5% | 0.06% | +5.0% |
| Q3 2017 | $288,000 | +5.5% | 6,414 | +1.6% | 0.06% | -1.6% |
| Q2 2017 | $273,000 | +3.0% | 6,315 | 0.0% | 0.06% | -7.6% |
| Q1 2017 | $265,000 | – | 6,315 | – | 0.07% | – |
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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% |