ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 96 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $333,000 | +3.4% | 7,497 | +3.9% | 0.07% | +3.0% |
| Q1 2018 | $322,000 | +4.2% | 7,219 | +4.9% | 0.07% | -2.9% |
| Q4 2017 | $309,000 | +3.0% | 6,884 | +2.9% | 0.07% | -2.9% |
| Q3 2017 | $300,000 | +3.4% | 6,692 | -0.2% | 0.07% | -5.4% |
| Q2 2017 | $290,000 | +9.0% | 6,706 | +6.1% | 0.07% | +1.4% |
| Q1 2017 | $266,000 | -29.6% | 6,322 | -32.0% | 0.07% | -44.3% |
| Q4 2016 | $378,000 | +12.5% | 9,291 | +12.9% | 0.13% | +12.0% |
| Q3 2016 | $336,000 | +54.8% | 8,227 | +50.6% | 0.12% | +46.2% |
| Q2 2016 | $217,000 | – | 5,464 | – | 0.08% | – |
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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% |