ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 41 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $34,413,000 | +5.4% | 848,038 | +6.9% | 0.01% | 0.0% |
| Q3 2016 | $32,652,000 | +23.7% | 793,493 | +20.3% | 0.01% | +25.0% |
| Q2 2016 | $26,404,000 | +13.0% | 659,616 | +11.4% | 0.00% | 0.0% |
| Q1 2016 | $23,364,000 | +13.0% | 592,242 | +11.4% | 0.00% | +33.3% |
| Q4 2015 | $20,676,000 | +9.1% | 531,783 | +7.1% | 0.00% | 0.0% |
| Q3 2015 | $18,949,000 | +5.3% | 496,572 | +11.9% | 0.00% | 0.0% |
| Q2 2015 | $17,989,000 | +20.0% | 443,723 | +20.8% | 0.00% | +50.0% |
| Q1 2015 | $14,989,000 | +51.1% | 367,202 | +48.5% | 0.00% | 0.0% |
| Q4 2014 | $9,922,000 | +40.6% | 247,316 | +38.3% | 0.00% | +100.0% |
| Q3 2014 | $7,059,000 | +54.2% | 178,840 | +58.1% | 0.00% | 0.0% |
| Q2 2014 | $4,578,000 | +50.3% | 113,129 | +45.4% | 0.00% | 0.0% |
| Q1 2014 | $3,046,000 | +298.2% | 77,826 | +291.8% | 0.00% | – |
| Q4 2013 | $765,000 | – | 19,862 | – | 0.00% | – |
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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% |