ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $244,000 | -7.6% | 5,907 | +1.0% | 0.11% | +3.7% |
| Q3 2018 | $264,000 | -1.1% | 5,850 | -2.7% | 0.11% | -3.5% |
| Q2 2018 | $267,000 | +6.4% | 6,013 | +6.7% | 0.11% | +8.7% |
| Q1 2018 | $251,000 | +4.1% | 5,633 | +5.1% | 0.10% | +4.0% |
| Q4 2017 | $241,000 | -11.1% | 5,361 | -11.4% | 0.10% | -15.3% |
| Q3 2017 | $271,000 | -5.2% | 6,054 | -7.7% | 0.12% | -8.5% |
| Q2 2017 | $286,000 | +6.3% | 6,561 | +3.3% | 0.13% | +1.6% |
| Q1 2017 | $269,000 | – | 6,350 | – | 0.13% | – |
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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% |