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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $31,000 | -97.9% | 572 | -97.9% | 0.00% | -97.9% |
| Q1 2019 | $1,492,000 | +10.4% | 27,866 | +0.1% | 0.05% | -7.7% |
| Q4 2018 | $1,351,000 | -13.6% | 27,828 | -2.8% | 0.05% | -3.7% |
| Q3 2018 | $1,563,000 | -8.9% | 28,616 | -11.0% | 0.05% | -37.2% |
| Q2 2018 | $1,716,000 | -0.2% | 32,147 | +0.0% | 0.09% | +13.2% |
| Q1 2018 | $1,719,000 | -1.2% | 32,133 | -0.5% | 0.08% | +4.1% |
| Q4 2017 | $1,740,000 | -0.9% | 32,309 | -1.4% | 0.07% | -8.8% |
| Q3 2017 | $1,756,000 | +10.9% | 32,775 | +7.2% | 0.08% | +6.7% |
| Q2 2017 | $1,583,000 | +4.8% | 30,561 | +1.1% | 0.08% | +4.2% |
| Q1 2017 | $1,510,000 | +1.7% | 30,241 | -3.9% | 0.07% | -6.5% |
| Q4 2016 | $1,485,000 | +56.8% | 31,456 | +57.7% | 0.08% | +113.9% |
| Q3 2016 | $947,000 | +5.0% | 19,953 | +1.5% | 0.04% | -30.8% |
| Q2 2016 | $902,000 | +4.8% | 19,657 | +3.5% | 0.05% | -3.7% |
| Q1 2016 | $861,000 | -3.8% | 18,997 | -4.8% | 0.05% | -5.3% |
| Q4 2015 | $895,000 | +2.4% | 19,951 | -0.4% | 0.06% | -5.0% |
| Q3 2015 | $874,000 | +9.5% | 20,036 | +19.3% | 0.06% | +17.6% |
| Q2 2015 | $798,000 | 0.0% | 16,791 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $798,000 | +6.5% | 16,791 | +3.8% | 0.05% | -3.8% |
| Q4 2014 | $749,000 | -13.1% | 16,184 | -14.5% | 0.05% | -10.2% |
| Q3 2014 | $862,000 | -8.4% | 18,926 | -5.1% | 0.06% | -4.8% |
| Q2 2014 | $941,000 | +16.9% | 19,951 | +12.4% | 0.06% | +6.9% |
| Q1 2014 | $805,000 | +6.1% | 17,749 | +4.3% | 0.06% | 0.0% |
| Q4 2013 | $759,000 | +7.2% | 17,024 | +1.0% | 0.06% | -4.9% |
| Q3 2013 | $708,000 | +44.8% | 16,856 | +37.8% | 0.06% | +24.5% |
| Q2 2013 | $489,000 | +23.2% | 12,232 | +22.6% | 0.05% | +22.5% |
| Q1 2013 | $397,000 | – | 9,981 | – | 0.04% | – |
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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% |