ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 139 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $233,000 | +5.4% | 3,375 | +11.1% | 0.01% | +14.3% |
| Q4 2021 | $221,000 | +2.3% | 3,039 | -22.8% | 0.01% | -61.1% |
| Q3 2019 | $216,000 | -68.8% | 3,937 | -68.6% | 0.02% | -69.0% |
| Q2 2019 | $692,000 | +5.5% | 12,556 | +2.5% | 0.06% | +1.8% |
| Q1 2019 | $656,000 | +18.4% | 12,254 | +7.5% | 0.06% | +5.6% |
| Q4 2018 | $554,000 | -0.7% | 11,401 | +11.7% | 0.05% | +5.9% |
| Q3 2018 | $558,000 | +17.0% | 10,207 | +14.3% | 0.05% | +6.2% |
| Q2 2018 | $477,000 | +34.4% | 8,930 | +34.7% | 0.05% | +26.3% |
| Q1 2018 | $355,000 | – | 6,630 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waterloo Capital, L.P. | 232,378 | $14,753,684 | 4.33% |
| Fort Henry Capital, LLC | 49,682 | $3,154,310 | 2.70% |
| Consilium Wealth Advisory, LLC | 54,792 | $3,478,734 | 2.44% |
| Archvest Wealth Advisors, Inc. | 83,934 | $5,444,680 | 2.22% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 77,304 | $4,908,046 | 1.77% |
| UNIQUE WEALTH, LLC | 66,436 | $4,218,009 | 1.76% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,648 | $7,152,005 | 1.40% |
| Weaver Consulting Group | 36,653 | $2,327,119 | 1.05% |
| Buttonwood Financial Group, LLC | 23,079 | $1,419,587 | 1.04% |
| LBMC INVESTMENT ADVISORS, LLC | 141,404 | $8,785,460 | 0.94% |