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% | – |
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% |