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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,306 | -99.7% | 48,892 | +183.3% | 0.02% | +150.0% |
| Q3 2022 | $773,000 | +71.8% | 17,255 | +84.0% | 0.01% | +100.0% |
| Q2 2022 | $450,000 | +13.4% | 9,380 | +13.0% | 0.00% | -50.0% |
| Q4 2019 | $397,000 | -25.8% | 8,301 | -28.6% | 0.01% | -25.0% |
| Q2 2019 | $535,000 | -20.3% | 11,630 | -22.5% | 0.01% | -20.0% |
| Q1 2019 | $671,000 | -24.5% | 15,015 | -30.2% | 0.01% | -37.5% |
| Q4 2018 | $889,000 | +167.8% | 21,523 | +192.5% | 0.02% | +166.7% |
| Q3 2018 | $332,000 | -47.1% | 7,359 | -48.0% | 0.01% | -57.1% |
| Q2 2018 | $628,000 | -32.2% | 14,154 | -31.9% | 0.01% | -30.0% |
| Q1 2018 | $926,000 | +18.7% | 20,778 | +19.7% | 0.02% | +33.3% |
| Q4 2017 | $780,000 | +169.0% | 17,358 | +168.4% | 0.02% | +150.0% |
| Q3 2017 | $290,000 | +22.4% | 6,468 | +18.9% | 0.01% | +20.0% |
| Q2 2017 | $237,000 | – | 5,439 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bell Investment Advisors, Inc | 490,929 | $23,565,000 | 7.23% |
| Strategic Wealth Partners Group, LLC | 427,638 | $20,527,000 | 4.57% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1,124,992 | $54,000,000 | 4.00% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,764,000 | 3.14% |
| ASPIRIANT, LLC | 1,348,672 | $64,737,000 | 3.12% |
| Fort Henry Capital, LLC | 68,883 | $3,306,000 | 3.09% |
| Paragon Advisors, LLC | 106,095 | $5,093,000 | 2.54% |
| Weaver Consulting Group | 91,338 | $4,384,000 | 2.45% |
| Consilium Wealth Advisory, LLC | 39,427 | $1,892,000 | 2.04% |
| CALTON & ASSOCIATES, INC. | 73,342 | $3,520,000 | 1.96% |