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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $228,000 | +2.7% | 4,807 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $222,000 | -8.6% | 4,807 | -10.0% | 0.03% | -15.0% |
| Q3 2014 | $243,000 | -10.7% | 5,340 | -7.4% | 0.04% | -11.1% |
| Q2 2014 | $272,000 | -9.3% | 5,765 | -12.8% | 0.04% | -16.7% |
| Q1 2014 | $300,000 | -5.4% | 6,615 | -7.0% | 0.05% | -5.3% |
| Q4 2013 | $317,000 | +6.0% | 7,115 | 0.0% | 0.06% | -6.6% |
| Q3 2013 | $299,000 | -47.5% | 7,115 | -50.0% | 0.06% | 0.0% |
| Q2 2013 | $569,000 | – | 14,230 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consilium Wealth Advisory, LLC | 84,131 | $5,800,000 | 4.16% |
| Sweet Financial Partners, LLC | 173,692 | $11,974,000 | 3.21% |
| Fort Henry Capital, LLC | 49,861 | $3,437,000 | 2.97% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 87,063 | $6,002,000 | 2.94% |
| Archvest Wealth Advisors, Inc. | 30,980 | $2,136,000 | 1.93% |
| Syverson Strege & Co | 21,589 | $1,488,000 | 1.62% |
| Weaver Consulting Group | 40,258 | $2,775,000 | 1.35% |
| PATTON ALBERTSON MILLER GROUP, LLC | 112,235 | $7,737,000 | 1.33% |
| Legacy Financial Group LLC | 46,513 | $3,207,000 | 0.94% |
| LBMC INVESTMENT ADVISORS, LLC | 149,030 | $10,274,000 | 0.91% |