ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 149 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $310,000 | +6.9% | 5,340 | +1.1% | 0.20% | -3.3% |
| Q3 2019 | $290,000 | -22.5% | 5,284 | -22.1% | 0.21% | -22.6% |
| Q2 2019 | $374,000 | -10.3% | 6,787 | -12.9% | 0.27% | -13.8% |
| Q1 2019 | $417,000 | -7.1% | 7,791 | -15.8% | 0.32% | -16.1% |
| Q4 2018 | $449,000 | -13.8% | 9,256 | -2.9% | 0.38% | -4.5% |
| Q3 2018 | $521,000 | -5.8% | 9,531 | -8.0% | 0.40% | -8.1% |
| Q2 2018 | $553,000 | -37.5% | 10,358 | -37.4% | 0.43% | -37.0% |
| Q1 2018 | $885,000 | +1.0% | 16,539 | +1.7% | 0.69% | +3.0% |
| Q4 2017 | $876,000 | +0.2% | 16,266 | -0.2% | 0.67% | -2.5% |
| Q3 2017 | $874,000 | +4.2% | 16,305 | +0.6% | 0.68% | +2.7% |
| Q2 2017 | $839,000 | +10.7% | 16,204 | +6.7% | 0.66% | +12.9% |
| Q1 2017 | $758,000 | +10.2% | 15,182 | +4.3% | 0.59% | +9.5% |
| Q4 2016 | $688,000 | -7.7% | 14,562 | -7.2% | 0.54% | -7.2% |
| Q3 2016 | $745,000 | -5.3% | 15,697 | -8.5% | 0.58% | -6.3% |
| Q2 2016 | $787,000 | +9.6% | 17,158 | +8.2% | 0.62% | -1.4% |
| Q1 2016 | $718,000 | -2.0% | 15,853 | -3.0% | 0.63% | +27.9% |
| Q4 2015 | $733,000 | +0.7% | 16,343 | -2.0% | 0.49% | -6.1% |
| Q3 2015 | $728,000 | -19.3% | 16,683 | -12.2% | 0.52% | -15.9% |
| Q2 2015 | $902,000 | -2.2% | 19,009 | -2.2% | 0.62% | +7.4% |
| Q1 2015 | $922,000 | +1.8% | 19,430 | -0.7% | 0.58% | -13.2% |
| Q4 2014 | $906,000 | – | 19,569 | – | 0.67% | – |
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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% |