ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 156 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $798,000 | +3.1% | 17,317 | +3.0% | 0.58% | +2.7% |
| Q2 2019 | $774,000 | +11.7% | 16,812 | +8.5% | 0.56% | +4.5% |
| Q1 2019 | $693,000 | +7.4% | 15,496 | -0.8% | 0.54% | -7.2% |
| Q4 2018 | $645,000 | -5.0% | 15,623 | +3.8% | 0.58% | -14.8% |
| Q3 2018 | $679,000 | +21.5% | 15,047 | +19.4% | 0.68% | -3.8% |
| Q2 2018 | $559,000 | – | 12,601 | – | 0.71% | – |
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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% |