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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,506 | -2.6% | 80,008 | -3.7% | 0.01% | -12.5% |
| Q1 2024 | $4,624 | +8.3% | 83,061 | +3.4% | 0.01% | 0.0% |
| Q4 2023 | $4,271 | +3.2% | 80,293 | -4.2% | 0.01% | -11.1% |
| Q3 2023 | $4,139 | -1.2% | 83,776 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $4,191 | +5.7% | 81,455 | +2.8% | 0.01% | +12.5% |
| Q1 2023 | $3,965 | -5.0% | 79,259 | -10.5% | 0.01% | -20.0% |
| Q4 2022 | $4,175 | -99.9% | 88,543 | -4.6% | 0.01% | -9.1% |
| Q3 2022 | $4,157,000 | -13.2% | 92,845 | -6.9% | 0.01% | -8.3% |
| Q2 2022 | $4,787,000 | -18.7% | 99,735 | -8.6% | 0.01% | -7.7% |
| Q1 2022 | $5,888,000 | -31.9% | 109,125 | -28.0% | 0.01% | -31.6% |
| Q4 2021 | $8,652,000 | +34.8% | 151,578 | +31.0% | 0.02% | +18.8% |
| Q3 2021 | $6,420,000 | +3.3% | 115,751 | +4.3% | 0.02% | 0.0% |
| Q2 2021 | $6,212,000 | -3.8% | 110,929 | -8.0% | 0.02% | -11.1% |
| Q1 2021 | $6,457,000 | -15.3% | 120,564 | -17.5% | 0.02% | -21.7% |
| Q4 2020 | $7,624,000 | +6.0% | 146,063 | -1.6% | 0.02% | -8.0% |
| Q3 2020 | $7,191,000 | +1.4% | 148,456 | -2.9% | 0.02% | -7.4% |
| Q2 2020 | $7,093,000 | +1.4% | 152,906 | -9.6% | 0.03% | -18.2% |
| Q1 2020 | $6,995,000 | -27.5% | 169,066 | -16.2% | 0.03% | -10.8% |
| Q4 2019 | $9,646,000 | +6.5% | 201,633 | +2.5% | 0.04% | -5.1% |
| Q3 2019 | $9,059,000 | -11.3% | 196,683 | -11.4% | 0.04% | -13.3% |
| Q2 2019 | $10,214,000 | +0.5% | 221,961 | -2.4% | 0.04% | -4.3% |
| Q1 2019 | $10,164,000 | +2.9% | 227,389 | -4.9% | 0.05% | -9.6% |
| Q4 2018 | $9,876,000 | +36.6% | 239,083 | +49.3% | 0.05% | +48.6% |
| Q3 2018 | $7,228,000 | +13.5% | 160,165 | +11.6% | 0.04% | +6.1% |
| Q2 2018 | $6,366,000 | +0.4% | 143,504 | +0.9% | 0.03% | -2.9% |
| Q1 2018 | $6,339,000 | +6.0% | 142,245 | +6.8% | 0.03% | +3.0% |
| Q4 2017 | $5,982,000 | – | 133,170 | – | 0.03% | – |
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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% |