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 ↓ |
|---|---|---|---|
| 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% |