ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 69 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $288,000 | +1.1% | 6,296 | 0.0% | 0.06% | -3.5% |
| Q1 2016 | $285,000 | +1.1% | 6,296 | 0.0% | 0.06% | +3.6% |
| Q4 2015 | $282,000 | -7.5% | 6,296 | -10.0% | 0.06% | -9.8% |
| Q3 2015 | $305,000 | -64.4% | 6,993 | -61.3% | 0.06% | -61.1% |
| Q2 2015 | $857,000 | +0.2% | 18,075 | +0.3% | 0.16% | -1.3% |
| Q1 2015 | $855,000 | +9.8% | 18,016 | +7.0% | 0.16% | +7.4% |
| Q4 2014 | $779,000 | -14.7% | 16,837 | -16.0% | 0.15% | -17.3% |
| Q3 2014 | $913,000 | -1.6% | 20,054 | +1.9% | 0.18% | +19.3% |
| Q2 2014 | $928,000 | +4.7% | 19,675 | +0.7% | 0.15% | -21.5% |
| Q1 2014 | $886,000 | – | 19,533 | – | 0.19% | – |
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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% |