ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 81 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,999,000 | +8.5% | 93,302 | +4.8% | 0.03% | +3.4% |
| Q2 2017 | $4,609,000 | +1.3% | 88,995 | -2.3% | 0.03% | -3.3% |
| Q1 2017 | $4,548,000 | +1.0% | 91,079 | -4.5% | 0.03% | -9.1% |
| Q4 2016 | $4,502,000 | +6.1% | 95,335 | +6.7% | 0.03% | -2.9% |
| Q3 2016 | $4,244,000 | +16.8% | 89,378 | +12.8% | 0.03% | +9.7% |
| Q2 2016 | $3,635,000 | +27.9% | 79,253 | +26.4% | 0.03% | +24.0% |
| Q1 2016 | $2,841,000 | +25.5% | 62,693 | +24.2% | 0.02% | +19.0% |
| Q4 2015 | $2,263,000 | +29.6% | 50,459 | +26.1% | 0.02% | +16.7% |
| Q3 2015 | $1,746,000 | -2.1% | 40,023 | +6.4% | 0.02% | 0.0% |
| Q2 2015 | $1,783,000 | +23.2% | 37,602 | +23.5% | 0.02% | +20.0% |
| Q1 2015 | $1,447,000 | +21.4% | 30,459 | +18.3% | 0.02% | +15.4% |
| Q4 2014 | $1,192,000 | +18.3% | 25,750 | +16.4% | 0.01% | +8.3% |
| Q3 2014 | $1,008,000 | +5.3% | 22,129 | +9.2% | 0.01% | 0.0% |
| Q2 2014 | $957,000 | +29.0% | 20,270 | +23.8% | 0.01% | +20.0% |
| Q1 2014 | $742,000 | -2.8% | 16,368 | -4.3% | 0.01% | -9.1% |
| Q4 2013 | $763,000 | +11.5% | 17,099 | +4.9% | 0.01% | 0.0% |
| Q3 2013 | $684,000 | +9.4% | 16,301 | +4.3% | 0.01% | 0.0% |
| Q2 2013 | $625,000 | – | 15,631 | – | 0.01% | – |
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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% |