ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -90.0% | 30 | -87.0% | 0.00% | -100.0% |
| Q3 2018 | $10,000 | 0.0% | 231 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $10,000 | -9.1% | 231 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $11,000 | +10.0% | 231 | +1.3% | 0.01% | -11.1% |
| Q3 2017 | $10,000 | 0.0% | 228 | +0.4% | 0.01% | -10.0% |
| Q2 2017 | $10,000 | +100.0% | 227 | +81.6% | 0.01% | +100.0% |
| Q1 2017 | $5,000 | -44.4% | 125 | -44.9% | 0.01% | -58.3% |
| Q4 2016 | $9,000 | – | 227 | – | 0.01% | – |
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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% |