ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 38 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $248,000 | +13.8% | 4,171 | -13.2% | 0.03% | -57.1% |
Q3 2014 | $218,000 | -6.8% | 4,805 | -3.3% | 0.08% | -12.5% |
Q2 2014 | $234,000 | +0.9% | 4,967 | -3.2% | 0.09% | -4.3% |
Q1 2014 | $232,000 | -49.1% | 5,132 | -49.9% | 0.09% | 0.0% |
Q4 2013 | $456,000 | +112.1% | 10,250 | +100.2% | 0.09% | -4.2% |
Q3 2013 | $215,000 | -0.5% | 5,120 | -5.7% | 0.10% | -4.0% |
Q2 2013 | $216,000 | – | 5,428 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ahrens Investment Partners LLC | 174,861 | $9,553,000 | 3.59% |
MARINO, STRAM & ASSOCIATES LLC | 58,009 | $3,169,000 | 2.54% |
Madrona Financial Services, LLC | 57,599 | $3,147,000 | 2.39% |
PATTON ALBERTSON MILLER GROUP, LLC | 73,527 | $3,691,000 | 1.87% |
Regal Investment Advisors LLC | 133,751 | $7,307,000 | 1.54% |
NORTHWEST WEALTH MANAGEMENT, LLC | 37,500 | $2,049,000 | 1.53% |
LBMC INVESTMENT ADVISORS, LLC | 134,591 | $7,353,000 | 1.17% |
Shakespeare Wealth Management, LLC | 23,498 | $1,284,000 | 0.99% |
Canal Capital Management, LLC | 28,406 | $1,552,000 | 0.88% |
Archford Capital Strategies, LLC | 37,592 | $2,054,000 | 0.75% |