Efficient Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 100 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Efficient Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$734,151
-3.6%
11,563
+0.7%
0.05%0.0%
Q2 2023$761,821
+2.4%
11,484
-1.8%
0.05%
-3.8%
Q1 2023$743,801
+5.0%
11,697
-1.3%
0.05%
-27.8%
Q4 2022$708,228
+6.0%
11,853
-1.6%
0.07%
+24.1%
Q3 2022$668,000
-8.2%
12,045
-0.8%
0.06%
-4.9%
Q2 2022$728,000
-18.9%
12,147
-6.8%
0.06%
-11.6%
Q1 2022$898,000
-27.2%
13,029
-23.1%
0.07%
-20.7%
Q4 2021$1,233,000
+3.4%
16,937
-0.8%
0.09%
-23.7%
Q3 2021$1,192,000
-3.3%
17,080
-2.1%
0.11%
-25.5%
Q2 2021$1,233,000
+2.2%
17,454
-3.2%
0.15%
-7.8%
Q1 2021$1,207,000
-10.9%
18,033
-14.5%
0.17%
-19.8%
Q4 2020$1,354,000
+10.0%
21,102
-0.6%
0.21%
-8.4%
Q3 2020$1,231,000
+2.9%
21,228
-2.6%
0.23%
+2.3%
Q2 2020$1,196,000
+15.7%
21,801
+0.0%
0.22%
+2.3%
Q1 2020$1,034,000
-19.7%
21,793
-1.8%
0.22%
-3.6%
Q4 2019$1,288,000
+8.1%
22,200
+2.4%
0.22%
+2.8%
Q3 2019$1,191,000
+3.8%
21,690
+4.3%
0.22%
+9.0%
Q2 2019$1,147,000
+3.2%
20,797
+0.2%
0.20%
+3.1%
Q1 2019$1,111,000
+9.7%
20,760
-0.5%
0.19%
+2.6%
Q4 2018$1,013,000
-7.4%
20,863
+4.1%
0.19%
+1.1%
Q3 2018$1,094,000
+5.5%
20,033
+3.1%
0.19%
+6.2%
Q2 2018$1,037,000
-3.1%
19,428
-2.8%
0.18%
-2.2%
Q1 2018$1,070,000
-2.4%
19,997
-1.7%
0.18%
-1.6%
Q4 2017$1,096,000
-1.9%
20,334
-2.5%
0.18%
-4.7%
Q3 2017$1,117,000
+4.5%
20,847
+1.0%
0.19%
+22.3%
Q2 2017$1,069,000
+2.3%
20,650
-1.3%
0.16%
+7.5%
Q1 2017$1,045,000
+1.3%
20,926
-4.3%
0.15%
-1.4%
Q4 2016$1,032,000
-2.7%
21,866
-2.2%
0.15%
-5.1%
Q3 2016$1,061,000
+6.4%
22,355
+2.9%
0.16%
-1.3%
Q2 2016$997,000
-2.4%
21,732
-3.6%
0.16%
-14.1%
Q1 2016$1,021,000
-0.4%
22,540
-1.4%
0.18%
-17.9%
Q4 2015$1,025,000
+2.1%
22,850
-0.7%
0.22%0.0%
Q3 2015$1,004,000
-5.9%
23,020
+2.3%
0.22%
+0.4%
Q2 2015$1,067,000
+3.1%
22,505
+3.3%
0.22%
+1.4%
Q1 2015$1,035,000
+7.6%
21,784
+4.8%
0.22%0.0%
Q4 2014$962,000
+1.5%
20,788
-0.0%
0.22%
+0.5%
Q3 2014$948,000
-8.9%
20,795
-5.7%
0.22%
-7.6%
Q2 2014$1,041,000
-0.3%
22,058
-4.1%
0.24%
-6.0%
Q1 2014$1,044,000
-3.7%
23,007
-5.4%
0.25%
-3.8%
Q4 2013$1,084,000
+9.7%
24,310
+3.3%
0.26%
+3.6%
Q3 2013$988,000
+10.9%
23,525
+5.5%
0.25%
+1.6%
Q2 2013$891,00022,3000.25%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Consilium Wealth Advisory, LLC 47,414$2,840,0003.06%
Fort Henry Capital, LLC 48,896$2,928,0002.73%
NORTHWEST WEALTH MANAGEMENT, LLC 86,099$5,156,0002.24%
Archvest Wealth Advisors, Inc. 31,460$1,884,0001.88%
Weaver Consulting Group 42,060$2,519,0001.41%
PATTON ALBERTSON MILLER GROUP, LLC 113,344$6,788,0001.39%
Legacy Financial Group LLC 56,917$3,409,0001.08%
Ahrens Investment Partners LLC 38,923$2,331,0001.03%
LBMC INVESTMENT ADVISORS, LLC 148,353$8,885,0000.96%
Buttonwood Financial Group, LLC 15,887$946,0000.93%
View complete list of ISHARES TR shareholders