ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 82 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |