ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 106 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,658,000 | +2.2% | 30,346 | +2.0% | 0.35% | -7.7% |
| Q2 2018 | $1,622,000 | +14.1% | 29,754 | +11.6% | 0.38% | -4.8% |
| Q1 2018 | $1,421,000 | +10.4% | 26,653 | +14.1% | 0.40% | +21.8% |
| Q4 2017 | $1,287,000 | +7.1% | 23,357 | +4.9% | 0.33% | +0.3% |
| Q3 2017 | $1,202,000 | +7.5% | 22,256 | +4.8% | 0.32% | -8.2% |
| Q2 2017 | $1,118,000 | +32.8% | 21,244 | +25.3% | 0.35% | +16.4% |
| Q1 2017 | $842,000 | +13.9% | 16,949 | +10.0% | 0.30% | +5.6% |
| Q4 2016 | $739,000 | +2.9% | 15,415 | +0.5% | 0.29% | +5.9% |
| Q3 2016 | $718,000 | -3.6% | 15,338 | -5.5% | 0.27% | -1.8% |
| Q2 2016 | $745,000 | +10.0% | 16,232 | +6.5% | 0.28% | +6.1% |
| Q1 2016 | $677,000 | +3.2% | 15,241 | -0.4% | 0.26% | +0.8% |
| Q4 2015 | $656,000 | +2.2% | 15,299 | +3.9% | 0.26% | +12.6% |
| Q3 2015 | $642,000 | -8.9% | 14,723 | -1.3% | 0.23% | -3.8% |
| Q2 2015 | $705,000 | – | 14,922 | – | 0.24% | – |
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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% |