ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 92 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,766,000 | -7.4% | 139,354 | +4.2% | 1.48% | -3.6% |
| Q3 2018 | $7,307,000 | +20.1% | 133,751 | +17.8% | 1.54% | +8.4% |
| Q3 2017 | $6,082,000 | +7.4% | 113,520 | +3.8% | 1.42% | +1.1% |
| Q2 2017 | $5,665,000 | +227.8% | 109,377 | +216.1% | 1.40% | +211.1% |
| Q1 2017 | $1,728,000 | +10.6% | 34,598 | +4.6% | 0.45% | +4.4% |
| Q4 2016 | $1,562,000 | +3.5% | 33,071 | +4.0% | 0.43% | +0.9% |
| Q3 2016 | $1,509,000 | +19.9% | 31,791 | +15.8% | 0.43% | +23.7% |
| Q2 2016 | $1,259,000 | +1.3% | 27,452 | +0.1% | 0.35% | +2.7% |
| Q1 2016 | $1,243,000 | -1.1% | 27,422 | -2.2% | 0.34% | +3.4% |
| Q4 2015 | $1,257,000 | +173.3% | 28,042 | +165.9% | 0.33% | +173.9% |
| Q3 2015 | $460,000 | +1542.9% | 10,545 | +1657.5% | 0.12% | +1387.5% |
| Q4 2014 | $28,000 | +3.7% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $27,000 | -3.6% | 600 | 0.0% | 0.01% | -20.0% |
| Q2 2014 | $28,000 | +3.7% | 600 | 0.0% | 0.01% | -9.1% |
| Q1 2014 | $27,000 | 0.0% | 600 | 0.0% | 0.01% | -26.7% |
| Q4 2013 | $27,000 | +8.0% | 600 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $25,000 | +4.2% | 600 | 0.0% | 0.02% | +15.4% |
| Q2 2013 | $24,000 | – | 600 | – | 0.01% | – |
Download | ||||||
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% |