ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 170 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $204,000 | -11.7% | 4,439 | -11.6% | 0.14% | -6.1% |
| Q2 2019 | $231,000 | +3.6% | 5,023 | +0.4% | 0.15% | +0.7% |
| Q1 2019 | $223,000 | +10.4% | 5,004 | +2.2% | 0.15% | -14.5% |
| Q4 2018 | $202,000 | -15.8% | 4,897 | -7.8% | 0.17% | -6.5% |
| Q3 2018 | $240,000 | +9.6% | 5,314 | +7.7% | 0.18% | +18.7% |
| Q2 2018 | $219,000 | – | 4,935 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 130,675 | $6,537,670 | 5.58% |
| Wealth Quarterback LLC | 99,348 | $4,970,386 | 4.22% |
| Strategic Wealth Partners Group, LLC | 338,553 | $16,927 | 2.77% |
| Fort Henry Capital, LLC | 65,115 | $3,257,678 | 2.73% |
| Bell Investment Advisors, Inc | 211,033 | $10,557,991 | 2.47% |
| UNIQUE WEALTH, LLC | 84,218 | $4,213,415 | 2.04% |
| Weaver Consulting Group | 86,555 | $4,330,356 | 1.98% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 43,830 | $2,192,815 | 1.74% |
| Worth Financial Advisory Group, LLC | 34,746 | $1,738,318 | 1.66% |
| Integrity Financial Corp /WA | 33,619 | $1,681,959 | 1.36% |