ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 171 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,134,948 | +1472.4% | 179,953 | +1454.3% | 0.25% | +1347.1% |
| Q1 2024 | $644,547 | +135.8% | 11,578 | +127.2% | 0.02% | +142.9% |
| Q4 2023 | $273,349 | +29.9% | 5,096 | +19.7% | 0.01% | +16.7% |
| Q3 2023 | $210,437 | -54.0% | 4,259 | -57.0% | 0.01% | -91.3% |
| Q2 2019 | $457,000 | -21.2% | 9,904 | -23.7% | 0.07% | -31.7% |
| Q1 2019 | $580,000 | +11.8% | 12,974 | +9.1% | 0.10% | -8.2% |
| Q4 2018 | $519,000 | +84.7% | 11,893 | +91.3% | 0.11% | +61.8% |
| Q3 2018 | $281,000 | – | 6,216 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 288,400 | $16,242,696 | 8.87% |
| Lebenthal Global Advisors, LLC | 362,993 | $20,443,760 | 4.48% |
| Wealth Forward, LLC | 100,980 | $5,687,194 | 4.44% |
| AFS Financial Group, LLC | 3,851 | $216,888 | 2.90% |
| Elevation Capital Advisory, LLC | 99,963 | $5,629,916 | 2.57% |
| Fort Henry Capital, LLC | 59,842 | $3,370,273 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,468,506 | 2.16% |
| Global Assets Advisory, LLC | 20,282 | $1,142,303 | 1.82% |
| Bell Investment Advisors, Inc | 144,632 | $8,145,683 | 1.60% |
| BSW Wealth Partners | 163,682 | $9,218,570 | 1.51% |