ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 39 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 | $38,000 | -42.4% | 813 | -41.9% | 0.00% | -50.0% |
| Q3 2016 | $66,000 | +3.1% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $64,000 | +1.6% | 1,400 | 0.0% | 0.00% | -33.3% |
| Q1 2016 | $63,000 | -17.1% | 1,400 | -17.9% | 0.00% | 0.0% |
| Q4 2015 | $76,000 | +985.7% | 1,706 | +1037.3% | 0.00% | +200.0% |
| Q3 2015 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | -22.2% | 150 | -25.0% | 0.00% | -100.0% |
| Q4 2014 | $9,000 | -43.8% | 200 | -42.9% | 0.00% | -50.0% |
| Q3 2014 | $16,000 | +700.0% | 350 | +600.0% | 0.00% | – |
| Q2 2014 | $2,000 | -50.0% | 50 | -50.0% | 0.00% | – |
| Q1 2014 | $4,000 | -69.2% | 100 | -66.9% | 0.00% | -100.0% |
| Q4 2013 | $13,000 | +550.0% | 302 | +504.0% | 0.00% | – |
| Q3 2013 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2013 | $2,000 | – | 50 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ahrens Investment Partners LLC | 182,968 | $9,789,000 | 4.22% |
| Legacy Financial Strategies, LLC | 53,416 | $2,858,000 | 2.79% |
| MARINO, STRAM & ASSOCIATES LLC | 51,334 | $2,746,000 | 2.54% |
| Madrona Financial Services, LLC | 56,503 | $3,023,000 | 2.41% |
| PATTON ALBERTSON MILLER GROUP, LLC | 71,701 | $3,836,000 | 1.72% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 31,245 | $1,671,000 | 1.24% |
| Shakespeare Wealth Management, LLC | 25,900 | $1,386,000 | 1.20% |
| Archford Capital Strategies, LLC | 49,031 | $2,743,000 | 1.14% |
| LBMC INVESTMENT ADVISORS, LLC | 120,839 | $6,465,000 | 1.12% |
| Canal Capital Management, LLC | 26,251 | $1,404,000 | 0.81% |