ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 40 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $228,000 | +10.7% | 5,046 | +8.9% | 0.00% | – |
| Q2 2018 | $206,000 | -9.6% | 4,633 | -9.3% | 0.00% | – |
| Q1 2018 | $228,000 | +15.2% | 5,107 | +15.8% | 0.00% | – |
| Q4 2017 | $198,000 | 0.0% | 4,412 | 0.0% | 0.00% | – |
| Q3 2017 | $198,000 | +3.1% | 4,412 | 0.0% | 0.00% | – |
| Q2 2017 | $192,000 | +1820.0% | 4,412 | +1664.8% | 0.00% | – |
| Q1 2015 | $10,000 | -88.0% | 250 | -88.0% | 0.00% | – |
| Q4 2014 | $83,000 | +1.2% | 2,075 | 0.0% | 0.00% | – |
| Q3 2014 | $82,000 | -2.4% | 2,075 | 0.0% | 0.00% | – |
| Q2 2014 | $84,000 | +3.7% | 2,075 | 0.0% | 0.00% | – |
| Q1 2014 | $81,000 | +1.2% | 2,075 | 0.0% | 0.00% | – |
| Q4 2013 | $80,000 | – | 2,075 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 301,298 | $14,887,140 | 10.42% |
| Fort Henry Capital, LLC | 65,754 | $3,248,880 | 2.78% |
| Strategic Wealth Partners Group, LLC | 331,953 | $16,401,839 | 2.43% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $2,845,522 | 2.39% |
| Bell Investment Advisors, Inc | 156,982 | $7,756,481 | 1.74% |
| UNIQUE WEALTH, LLC | 83,213 | $4,111,543 | 1.72% |
| Weaver Consulting Group | 76,704 | $3,789,924 | 1.71% |
| Worth Financial Advisory Group, LLC | 37,960 | $1,875,583 | 1.69% |
| BSW Wealth Partners | 129,840 | $6,415,394 | 1.43% |
| ASPIRIANT, LLC | 520,702 | $25,727,913 | 1.32% |