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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $113,000 | -5.8% | 2,100 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $120,000 | +2.6% | 2,100 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $117,000 | -5.6% | 2,100 | -5.3% | 0.03% | -7.1% |
| Q2 2021 | $124,000 | +4.2% | 2,217 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $119,000 | +2.6% | 2,217 | 0.0% | 0.03% | +42.9% |
| Q4 2020 | $116,000 | +8.4% | 2,217 | 0.0% | 0.02% | -4.5% |
| Q3 2020 | $107,000 | +3.9% | 2,217 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $103,000 | +12.0% | 2,217 | 0.0% | 0.02% | -8.3% |
| Q1 2020 | $92,000 | -23.3% | 2,217 | -11.9% | 0.02% | -7.7% |
| Q4 2019 | $120,000 | +4.3% | 2,517 | +1.1% | 0.03% | +30.0% |
| Q3 2019 | $115,000 | -12.2% | 2,490 | -15.8% | 0.02% | -33.3% |
| Q2 2019 | $131,000 | +4.0% | 2,958 | +5.2% | 0.03% | +25.0% |
| Q1 2019 | $126,000 | +3.3% | 2,811 | -4.4% | 0.02% | -7.7% |
| Q4 2018 | $122,000 | -8.3% | 2,939 | -0.7% | 0.03% | -3.7% |
| Q3 2018 | $133,000 | +1.5% | 2,960 | +0.1% | 0.03% | -3.6% |
| Q2 2018 | $131,000 | +2.3% | 2,957 | +3.1% | 0.03% | -3.4% |
| Q1 2018 | $128,000 | -3.0% | 2,867 | +0.4% | 0.03% | -6.5% |
| Q4 2017 | $132,000 | – | 2,857 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 808,279 | $42,192,000 | 8.95% |
| ARQ WEALTH ADVISORS, LLC | 179,238 | $9,356,000 | 5.88% |
| Fort Henry Capital, LLC | 74,374 | $3,882,000 | 3.88% |
| Weaver Consulting Group | 92,847 | $4,847,000 | 3.02% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,337 | $3,254,000 | 2.25% |
| Madrona Financial Services, LLC | 72,394 | $3,779,000 | 2.11% |
| MARINO, STRAM & ASSOCIATES LLC | 76,620 | $4,000,000 | 1.78% |
| Strategic Family Wealth Counselors, L.L.C. | 50,870 | $2,655,000 | 1.37% |
| Professional Financial Advisors, LLC | 28,065 | $1,465,000 | 1.16% |
| PATTON ALBERTSON MILLER GROUP, LLC | 84,467 | $4,557,000 | 1.08% |