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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $471 | -78.5% | 8,453 | -79.5% | 0.00% | -80.0% |
| Q4 2023 | $2,190 | -5.0% | 41,176 | -15.8% | 0.01% | -33.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |