ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,781 | +1.6% | 4,701 | +0.4% | 0.01% | -20.0% |
| Q1 2024 | $260,709 | +6.0% | 4,683 | +0.1% | 0.01% | 0.0% |
| Q4 2023 | $245,935 | +46.1% | 4,679 | +35.0% | 0.01% | +25.0% |
| Q3 2023 | $168,303 | +827.0% | 3,465 | +881.6% | 0.01% | +700.0% |
| Q2 2023 | $18,155 | +7.2% | 353 | +4.1% | 0.00% | 0.0% |
| Q1 2023 | $16,943 | +70.4% | 339 | +60.7% | 0.00% | 0.0% |
| Q4 2022 | $9,942 | +10.5% | 211 | +2.9% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 205 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | 0.0% | 188 | +6.2% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -65.4% | 177 | -62.3% | 0.00% | -66.7% |
| Q3 2021 | $26,000 | -40.9% | 469 | -40.9% | 0.00% | -40.0% |
| Q2 2021 | $44,000 | +238.5% | 793 | +188.4% | 0.01% | +150.0% |
| Q4 2019 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | +8.3% | 275 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $12,000 | +9.1% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | -8.3% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 275 | 0.0% | 0.00% | -40.0% |
| Q3 2017 | $11,000 | 0.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $11,000 | 0.0% | 275 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $11,000 | 0.0% | 275 | 0.0% | 0.01% | -14.3% |
| Q4 2016 | $11,000 | – | 275 | – | 0.01% | – |
Download | ||||||
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% |