ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 54 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $663,000 | -27.4% | 14,456 | -28.3% | 0.11% | +13.5% |
| Q1 2016 | $913,000 | -15.5% | 20,155 | -16.3% | 0.10% | -16.5% |
| Q4 2015 | $1,080,000 | -7.3% | 24,075 | -9.8% | 0.12% | -12.9% |
| Q3 2015 | $1,165,000 | -17.8% | 26,690 | -10.7% | 0.13% | -12.0% |
| Q2 2015 | $1,418,000 | -10.4% | 29,887 | -10.3% | 0.15% | -11.8% |
| Q1 2015 | $1,583,000 | +23.7% | 33,318 | +20.5% | 0.17% | +18.1% |
| Q4 2014 | $1,280,000 | +41.3% | 27,647 | +39.1% | 0.14% | +32.1% |
| Q3 2014 | $906,000 | +14.0% | 19,876 | +18.0% | 0.11% | +9.0% |
| Q2 2014 | $795,000 | +22.5% | 16,837 | +17.7% | 0.10% | +8.7% |
| Q1 2014 | $649,000 | -40.9% | 14,303 | -41.9% | 0.09% | +9.5% |
| Q4 2013 | $1,098,000 | +153.0% | 24,626 | +138.2% | 0.08% | +10.5% |
| Q3 2013 | $434,000 | -20.2% | 10,338 | -24.1% | 0.08% | -29.0% |
| Q2 2013 | $544,000 | – | 13,621 | – | 0.11% | – |
Download | ||||||
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% |